Casey Arundel
Casey Arundel is a registered investment advisor at Arkadios Wealth Advisors, based in Atlanta, GA, with 12 years of industry experience. Casey 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 Road Suite 640, Atlanta, GA, 30305
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2024Other Business Activities
Casey is a member of the Board of Directors for the GT North Metro Alumni Club, a non-profit organization supporting GT Alumni since 2016. Casey also started Clover Capital Partners in November 2024, dedicating nearly full-time hours during securities trading hours.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
LPL Financial LLCBroker
State Registrations28 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.