WEALTH MANAGEMENT

WE OFFER BOTH COMMISSION BASED AND FEE BASED PLATFORMS

At Exclusive Advisors, investment management is a significant part of the value we provide to our clients.  We have a deep understanding and appreciation for objective fee based asset management and advice.  We recognize that investors vary greatly in their circumstances and styles.  One size certainly does not fit all.  Both our commission based and fee based accounts are held with National Financial Services, a Fidelity Investments Company, giving you the confidence that your accounts are held with one of the world's largest clearing and custody providers.

*An accredited investor is an individual that has an annual income in excess of $200,000, or joint income with spouse in excess of $300,000 -or- An individual net worth (the fair market value of total assets, but excluding the value of the principal residence, minus liabilities), or joint net worth with spouse in excess of $1,000,000.

We are licensed in the following states.  If you are a legal resident of one of these states, please proceed, otherwise, we are sorry if we are unable to offer you services at this time.  Securities: Arizona, California, Colorado, Delaware, Florida, Georgia, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, Vermont, Virginia and Washington.

Securities offered through Arkadios Capital Member FINRA/SIPC.  Advisory Services offered through Arkadios Wealth.  Arkadios Capital and Arkadios Wealth are affiliated through common ownership.

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