Jonathan Lindner is a CFP-designated registered investment advisor at Arkadios Wealth Advisors, based in Charlotte, NC, with 13 years of industry experience. Jonathan 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
6101 Carnegie Blvd, Suite 350, Charlotte, NC, 28209
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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
Jonathan owns property through The Barly Group LLC for rental purposes and spends minimal time on it. He also rents out a car through Turo, dedicating minimal time to this activity. Jonathan works as a financial advisor for SouthPark Capital, dedicating about a quarter of his time.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
E*trade Securities LLCBroker
Harrisdirect LLC
Harrisdirect LLCBroker
State Registrations6 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.