Ross Wyatt
Ross Wyatt is a registered investment advisor at Arkadios Wealth Advisors, based in Atlanta, GA, with 13 years of industry experience. Ross 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
2110 Powers Ferry Road, Suite 303, Atlanta, GA, 30339
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2022Other Business ActivitiesSells Insurance
Ross sells individual life and health insurance, dedicating minimal time to this activity. He also has ownership in Brockton Loop, LLC, a real estate venture.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations16 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.