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Blake Floyd

10 Years of Experience
Atlanta, GA
Broker

Blake Floyd is a registered investment advisor at Arkadios Wealth Advisors, based in Atlanta, GA, with 10 years of industry experience. Blake 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.

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
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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 · 3 yrs 3 mos
Arkadios CapitalBroker
June 2023 - Present · 3 yrs 4 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.
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