John Atkins
John Atkins is a registered investment advisor at Thoroughbred Financial Services, LLC, based in Brentwood, TN, with 46 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,567 clients with $4B 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 $1.0M | 1.75% |
| $1M+ | 1.25% |
Fees are negotiable. Schedule reflects the primary Thoroughbred and Cambridge programs. Other programs have different fee structures, such as Bond-Timing (1.15% to 1.75%), Vanguard/Ascensus (1.00%), Identified Portfolios/Managers (up to 2.00%), and Envestnet (up to 2.50%, $100K minimum).
Fee Estimator
Location
5110 Maryland Way, Suite 300, Brentwood, TN, 37027
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
John is an insurance agent with Thoroughbred Financial Services since 2000, selling life, disability, medical, and long-term care insurance. This takes a few hours per week and occurs during securities trading hours.
Employment History
Current Registrations
Thoroughbred Financial Services, LLC
Thoroughbred Financial Services, LLCBroker
Previous Registrations
Advanced Financial Planning Securities CorporationBroker
Advanced Financial Planning Securities CorporationBroker
Capital Analysts, IncorporatedBroker
State Registrations27 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.
Exams
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