Quinlan Leary is a registered investment advisor at Arkadios Wealth Advisors, based in Auburn, ME, with 2 years of industry experience. Quinlan 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
31 Court St. Suite 300, Auburn, ME, 04210
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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 Activities
Quinlan serves as the Treasurer for the Edward Little Alumni Association, managing scholarship donations and financial records. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
State Registrations1 state
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.