Brian Atkins
Brian Atkins is a registered investment advisor at Heritage Strategic Wealth, LLC, based in Cary, IL, with 12 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 27 clients with $46M 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 | 0.75% |
Fees are generally 0.75% annually and may be negotiated. Financial planning is included at no additional cost.
Fee Estimator
Location
117 W. Main St., Cary, IL, 60013
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 ActivitiesSells Insurance
Brian is the 100% owner and CEO of Atkins & Associates, LLC, which is the general partner of an exempt hedge fund, taking about 10-20% of his time as a trader and in sales. Brian is also a licensed insurance agent and independent insurance producer, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Heritage Strategic Wealth, LLC
Significant Wealth Partners LLC
Previous Registrations
Wealth Builder Funds LLC
Wealth Builder Funds LLC
Kingsview Asset Management, 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.
Exams
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