Assets Under Management
$3.9B
Number of Clients
12,091
Number of Advisors
190
Average Client AUM
$319K
AUM per Advisor
$20.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Arkadios Wealth offers wrap fee programs (Peak Accounts) custodied with NFS, Fidelity, or EAS. Accounts are managed on a discretionary basis, but clients can elect non-discretionary management. They also offer access to third-party asset managers. The firm's investment strategy begins with understanding a client’s financial goals.
| 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.
2827 Peachtree Rd NE, Suite 510, Atlanta, GA, 30305