Tony Adkison
Tony Adkison is a registered investment advisor at Advisor Share Wealth Management, LLC, based in Mansfield, TX, with 15 years of industry experience. Tony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,521 clients with $380M 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 | 1.90% |
Fees are individually negotiated and generally range from 0.50% to 1.90% of assets under management. A $30 annual technology fee also applies per account.
Fee Estimator
Location
Mansfield, TX
Get directionsHistory
Regulatory History (2)
Civil
March 2012Regulatory
June 2010Other Business ActivitiesSells Insurance
Tony uses Stewardship Estate Planning as a DBA name for marketing and is a sales representative and independent insurance agent since 2016. He is also an investment advisory representative with Stewardship Advisory Group, LLC and a stewardship coach with Stewardship Legacy Coaching, LLC, and owns Prime Concepts LLC.
Employment History
Current Registrations
Advisor Share Wealth Management, LLC
Previous Registrations
Stewardship Advisory Group, LLC
Stewardship Legacy Coaching, LLC
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Qa3 Financial CORP.Broker
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.
Exams
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