William Nelson is a registered investment advisor at Arkadios Wealth Advisors, based in Atlanta, GA, with 20 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.
Fee Estimator
Location
2827 Peachtree Rd NE, Suite 510, Atlanta, GA, 30305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William is a managing director at DJR CSM, LLC, providing financial advisory services, dedicating a few hours per week. He is also the sole owner of Kimble, LLC, a pass-through entity for commissions, dedicating full-time hours to this activity.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Previous Registrations
Raymond James & Associates, INC.Broker
Morgan Keegan & Company, INC.Broker
Yieldquest Securities, LLCBroker
Register & Akers Investments, INC.Broker
State Registrations36 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.