William Christopher Gardner

6 Years of Experience

1 Disclosure

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningFinancial Planning & CoachingBusiness Owners

Arkos Global Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

418 clients

Average Client Portfolio

$2.7M average

Assets Under Management

$1.1B

Fee Structure

Minimum Investment:$200K

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	2.00%
$1.0M - $2.0M	1.50%
$2.0M - $5.0M	1.00%
$5M+	1.00%

Fees negotiable above $5,000,000. Using the previous tier's fee percentage for the negotiable tier.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

3000 Heritage Walk, Ste 303, Milton, GA, 30004

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History

Regulatory History (1)

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Employment Separation After Allegations

February 2023

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Employment History

Current Registrations

Arkos Global Advisors, LLC

February 2023 - Present · 3 yrs

Previous Registrations

Edward Jones

October 2019 - February 2023 · 3 yrs 4 mos

Edward JonesBroker

September 2019 - February 2023 · 3 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.