Arcelia Wicker
AW
ChFC
Arcelia Wicker
AW
ChFC

Arcelia Wicker

3 Years of Experience
Carrollton, VA

Arcelia Wicker is a ChFC-designated registered investment advisor at Bay Capital Advisors, LLC, based in Carrollton, VA, with 3 years of industry experience. Arcelia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Federal Employees, and 5 more. Their firm serves 195 clients with $230M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
195 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$228.3M

Fee Structure

Minimum Investment:$1M
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The annual fee is negotiable based on the client’s amount of assets, financial complexity, and overall services needed.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Arcelia Wicker
AW
Arcelia Wicker

Location

Carrollton, VA

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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
Bay Capital Advisors, LLC
January 2023 - Present · 3 yrs 3 mos
State Registrations1 state
VA
Advisor

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.
Arcelia Wicker
AW
Contact
Arcelia Wicker