Alexander R. Marmitt

Arkadios Wealth Advisors

8 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Arkadios Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

190 advisors

Number of Clients

12,091 clients

Average Client Portfolio

$319K average

Assets Under Management

$3.9B

Fee Structure

Minimum Investment:$150K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	2.25%
$250K - $500K	2.00%
$500K+	1.75%

Maximum annual asset-based fee schedule for the Peak Account.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$540

Location

Cary, IL

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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.

Other Business Activities

Alexander is a partner at Klestinski Rapp Marmitt Investment Counsel, providing investment management and financial planning services. This activity is investment-related and takes nearly full-time hours.