Thomas Wilkins is a CFA-designated registered investment advisor at Joseph Jekyll Advisers LLC, based in Athens, GA, with 19 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9 clients with $9.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Performance-based fees are available for institutional investors and qualified clients only (0.5% of assets plus 10% of profits). Non-discretionary investment management fees range from 0.5% to 1% of assets and are negotiable.
Fee Estimator
Location
Athens, GA
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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
Thomas is the chairman of Wilkins Foundation, Inc., a private foundation, since 1967. He spends minimal time on this role, primarily managing financial records, filing IRS forms, and monitoring charitable activities such as book publishing.
Employment History
Current Registrations
Joseph Jekyll Advisers LLC
State Registrations1 state
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