William Gardner is a registered investment advisor at Arkos Global Advisors, LLC, based in Milton, GA, with 6 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 418 clients with $1.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)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
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees above $5,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3000 Heritage Walk, Ste 303, Milton, GA, 30004
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
February 2023Employment History
Current Registrations
Arkos Global Advisors, LLC
February 2023 - Present · 3 yrs 2 mos
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
GA
Advisor
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.
Exams
No exam information available for this advisor.