Jonathan Hogan
Jonathan Hogan is a registered investment advisor at Arkadios Wealth Advisors, based in Charlotte, NC, with 7 years of industry experience. Jonathan 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
6101 Carnegie Blvd. Ste 350, Charlotte, NC, 28209
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan is the President of EH Locke LLC, where he meets with clients to discuss Medicare options and retirement planning strategies, spending about a quarter of his time on this. He is also a Financial Advisor at SouthPark Capital, offering financial services including securities and insurance, and holds the CRPC designation, both of which take up a full-time commitment.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Previous Registrations
Kalos Management
Kalos Capital, INC.Broker
Alphastar Capital Management, LLC
The Leaders Group, INC.Broker
State Registrations16 states
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