Arkadios Wealth Advisors Fees & Minimum

Overview

Headquarters: Atlanta, GA
Total Firm Assets: $8.8 billion
Average High-Net-Worth Client Portfolio Size: $4.3 million
Stated Minimum Account Size: $10,000

Fee Disclosure

Source: ADV PART 2A (2026-06-09) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$250,000	2.00%
$250,001	$500,000	1.75%
$500,001	and above	1.50%

Stated Minimum Annual Fee: $125

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$16,875	1.69%
$5 million	$76,875	1.54%
$10 million	$151,875	1.52%
$50 million	$751,875	1.50%
$100 million	$1,501,875	1.50%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 37.31%
Number of High-Net-Worth Clients: 764
Total Client Accounts: 14,886
Discretionary Accounts: 14,886

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number: 288863

ADV PART 2A (2026-06-09) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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