Jamie Edward Fang
Advisor at Arkadios Wealth Advisors — Raritan, NJ
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
16 years
Location
Raritan, NJ 08869
Arkadios Wealth Advisors
Multi-team
Jamie Fang is a financial advisor with Arkadios Wealth Advisors in Raritan, NJ, holding a Series 66 designation and 16 years of industry experience. He has been with Arkadios and its affiliated entities since 2011, including roles at Rivertan Financial Group and Triad Advisors Inc. Fang also serves as Vice President of Operations at Rivertan Financial Group. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm provides customized investment plans using a combination of fundamental, technical, and cyclical analysis, and offers portfolio management, retirement plan consulting, and financial planning services.
Based on Arkadios Wealth Advisors
Based on Arkadios Wealth Advisors
Financial planning fixed fees range from $250 to $15,000.
$0 - $250,000: 2.00% (Crest Accounts) $250,001 - $500,000: 1.75% (Crest Accounts) $500,001+: 1.50% (Crest Accounts) $0 - $250,000: 2.25% (Third Party Money Manager Accounts) $250,001 - $500,000: 2.00% (Third Party Money Manager Accounts) $500,001+: 1.75% (Third Party Money Manager Accounts)
Financial planning hourly rates range from $50 to $500 per hour depending on complexity.
Monthly billing fee ranging from $1.95 to $5.95 to cover billing technology costs.
Account minimum: $10,000 Minimum fee: Clients at NFS will be charged a minimum fee of $10.42 monthly (not in addition to asset-based fees). Minimum yearly fee up to $125 for third-party money manager accounts. Fee-only: Financial planning fees: fixed fees ranging from $250 to $15,000, or hourly rates from $50 to $500 per hour.
Raritan, NJ
575 Route 28 Suite 201
Raritan NJ 08869
Advisors at this office
2
New Jersey
16 years of industry experience
Arkadios Wealth Advisors (DBA Rivertan Financial Group, LLC)
2019 - Present • 7 years
Atlanta, GA
Arkadios Capital (DBA Rivertan Financial Group, LLC)
2019 - Present • 7 years
Atlanta, GA
Rivertan Financial Group, LLC
2011 - Present • 15 years
Raritan, NJ
Triad Advisors Inc.
2011 - 2019 • 8 years
Norcross, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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