Arkadios Wealth Advisors is a registered investment advisor offering personalized investment management, financial planning, and retirement plan consulting services. Arkadios Wealth Advisors works with individuals, trusts, businesses, and corporations to develop customized investment strategies aligned with their specific goals and risk tolerance. Portfolio management is offered through direct management by advisors, wrap fee accounts where trading costs are bundled, and access to third-party money managers. Clients can choose between discretionary management—where Arkadios Wealth Advisors makes trades on their behalf—and non-discretionary management. In addition to investment portfolios, Arkadios Wealth Advisors provides written financial planning covering personal goals, tax and cash flow, retirement, and estate considerations, as well as specialized consulting. The firm operates through a network of independent advisor representatives across the country.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Rates reflect maximum annual fees for Crest Accounts. Third-party manager accounts have a separate schedule ranging up to 2.25%. Fees are negotiable.