Andrew Lee Couch

Arkadios Wealth Advisors

48 Years of Experience

3 DisclosuresBrokerSells Insurance

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

121 E Myrtle St, Ste B, Angleton, TX, 77515

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

April 2016

Denied

Customer Dispute

March 2012

Settled

Customer Dispute

August 1988

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Andrew is involved with the Bellville Lions Club as past president, dedicating minimal time to this non-profit service organization. He also sells insurance products, including annuities and occasional life insurance policies, through his DBA "The Oak Financial Group".