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CFP

Alexander Monk

Arkadios Wealth Advisors
13 Years of Experience
Forest Hill, MD
1 DisclosureBrokerSells Insurance
View SEC Summary
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Alexander Monk is a CFP-designated registered investment advisor at Arkadios Wealth Advisors, based in Forest Hill, MD, with 13 years of industry experience. Alexander is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 14,886 clients with $8.8B in assets under management.

Arkadios Wealth Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
220 advisors
Number of Clients
14,886 clients
Average Client Portfolio
$590K average
Assets Under Management
$8.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K+1.50%

Rates reflect maximum annual fees for Crest Accounts. Third-party manager accounts have a separate schedule ranging up to 2.25%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

134 Industry Lane, Suite 5, Forest Hill, MD, 21050

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History

Regulatory History (1)
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Criminal
June 2009
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Alexander is an associate financial planner at Akers Financial Group, which involves selling insurance products, securities, and providing financial advice, taking up more than full-time hours. He also co-hosts two radio shows, is a managing partner in a consulting company, a tax preparer, and a wedding officiant.

Employment History
Current Registrations
Arkadios Wealth Advisors
August 2022 - Present · 4 yrs 2 mos
Arkadios CapitalBroker
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Kalos Management
January 2022 - September 2022 · 8 mos
Kalos Capital, INC.Broker
January 2022 - September 2022 · 8 mos
Kalos Management
September 2013 - January 2022 · 8 yrs 4 mos
Kalos Capital, INC.Broker
September 2013 - January 2022 · 8 yrs 4 mos
State Registrations5 states
DEFLMDNCPA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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