Casey Arundel

Arkadios Wealth Advisors

11 Years of Experience

1 DisclosureBroker

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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

2827 Peachtree Road Suite 640, Atlanta, GA, 30305

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History

Regulatory History (1)

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Employment Separation After Allegations

November 2024

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Other Business Activities

Casey is a member of the Board of Directors for the GT North Metro Alumni Club, a non-profit organization supporting GT Alumni since 2016. Casey also started Clover Capital Partners in November 2024, dedicating nearly full-time hours during securities trading hours.