Arkadios Wealth offers investment and wealth management services, including direct management of client portfolios, 401k advisory programs, wrap fee accounts, third-party money manager accounts, and financial planning. Arkadios Wealth works with clients to determine their investment objectives and risk profile and develop a customized investment plan based on their individual needs and goals. Clients can impose reasonable restrictions on the management of their accounts.
Assets Under Management$3.9B
Clients12,091
Advisors209
Avg. per Client$320K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$125
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
209 Advisors at this firm
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