Personal Portfolio, a hybrid based in Redwood City, California that oversees more than $300 million, has changed its broker-dealer affiliation and advisory platform from Investment Architects, based in Petaluma, California, to Atlanta-based Arkadios Capital.
Personal Portfolio is led by John H. McKee, a certified public accountant, and provides services to 800 client households.
[More: Adviser recruitment on track for record-breaking year]
It’s tough to build an advice practice around those who need it most
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Andrew is half-human, half-gamer. He’s also a science fiction author writing for BleeBot.