Alexander Monk
Alexander Monk is a CFP-designated registered investment advisor at Arkadios Wealth Advisors, based in Forest Hill, MD, with 12 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
134 Industry Lane, Suite 5, Forest Hill, MD, 21050
Get directionsHistory
Regulatory History (1)
Criminal
June 2009Other Business ActivitiesSells Insurance
Alexander is an associate financial planner at Akers Financial Group, which involves selling insurance products, securities, and providing financial advice, taking up more than full-time hours. He also co-hosts two radio shows, is a managing partner in a consulting company, a tax preparer, and a wedding officiant.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Previous Registrations
Kalos Management
Kalos Capital, INC.Broker
Kalos Management
Kalos Capital, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.