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Blake Floyd

9 Years of Experience
Broker

Blake Floyd is a registered investment advisor at Arkadios Wealth Advisors, based in Atlanta, GA, with 9 years of industry experience. Blake 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
209 advisors
Number of Clients
12,091 clients
Average Client Portfolio
$319K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1827 Powers Ferry Rd. Bldg 14, Suite 105, Atlanta, GA, 30339

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Arkadios Wealth Advisors
July 2023 - Present · 2 yrs 9 mos
Arkadios CapitalBroker
June 2023 - Present · 2 yrs 10 mos
Previous Registrations
Kestra Advisory Services, LLC
December 2019 - June 2023 · 3 yrs 6 mos
Kestra Investment Services, LLCBroker
May 2018 - June 2023 · 5 yrs 1 mo
Foresters Financial Services, INC.Broker
June 2016 - May 2018 · 1 yr 11 mos
State Registrations5 states
ALCTFLGAKY
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.
Blake Floyd - Financial Advisor | TrueAdvisor