Chris Albertson
Chris Albertson is a registered investment advisor at Arkadios Wealth Advisors, based in Fort Worth, TX, with 15 years of industry experience. Chris 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
1701 River Run Ste 904, Fort Worth, TX, 76107
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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 ActivitiesSells Insurance
Chris is a general agent or financial advisor for multiple insurance companies, including Liberty Bankers Life, Atlantic Coast Life, Pacific Guardian Life, Aspida, and Guarantee Income Life Insurance Company, dedicating a few hours per week to each. Chris also owns Stewardship Capital Management LLC, which includes real estate rental, and operates Stewardship Wealth Management LLC as a DBA for LPL business, dedicating full-time hours to the latter.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Previous Registrations
LPL Financial LLC
Western Wealth Management LLC
LPL Financial LLC
LPL Financial LLCBroker
Bbva Securities INC.Broker
Bbva Compass Investment Solutions, INCBroker
MML Investors Services, INC.Broker
Chase Investment Services CORP.Broker
State Registrations31 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.