Michael Kearney
Michael Kearney is a registered investment advisor at Arkadios Wealth Advisors, based in Charlotte, NC, with 17 years of industry experience. Michael 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
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2023Customer Dispute
June 2021Civil Bond
February 2009Other Business ActivitiesSells Insurance
Michael works as a financial advisor for SouthPark Capital, focusing on insurance and annuity business and financial planning, dedicating about a quarter of his time. He also owns Solipo LLC, established to receive commissions from his financial advisor work, which takes up significantly more than full-time hours.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations5 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.