Stephen Akin
Stephen Akin is a registered investment advisor at Akin Investments, L.L.C., based in Charleston, SC, with 10 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.89% |
| $1.0M - $3.0M | 0.69% |
| $3.0M - $10.0M | 0.39% |
| $10M+ | 0.39% |
Fees are negotiable and may be lower than the standard fees shown. Consulting services are included in these fees for asset management services with the exception of unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Location
170 Meeting Street, Suite 110, Charleston, SC, 29401
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 1990Employment History
Current Registrations
Akin Investments, L.L.C.
State Registrations2 states
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.