Wilkins Montgomery
Wilkins Montgomery is a registered investment advisor at Cornerstone Professional Advisor Services, LLC, based in Jackson, MS, with 22 years of industry experience. Wilkins operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 340 clients with $89M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fee Estimator
Location
860 East River Place, Suite 200, Jackson, MS, 39202
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Wilkins is a general partner in My Three Girls, LP, a real estate limited partnership, and serves as Secretary/Treasurer for Anderson Road Properties, also in real estate, dedicating minimal time to each. He also works as Vice President at Certian Data Corp, a computer processing company, spending about 10% of his time there.
Employment History
Current Registrations
Cornerstone Professional Advisor Services, LLC
State Registrations1 state
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.