Shane Wilkins is a registered investment advisor at Wilkins Advisors, LLC, based in Fort Worth, TX, with 3 years of industry experience. Shane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $250K | 0.90% |
| $250K - $500K | 0.80% |
| $500K - $1000K | 0.70% |
| $1M+ | 0.60% |
Fee Estimator
Location
Fort Worth, TX
Get directionsHistory
Regulatory History (1)
Financial
August 2024Other Business Activities
Shane works as a management analyst for the U.S. Department of Agriculture since 2017, dedicating full-time hours to this role. His duties involve data analysis and process improvement projects.
Employment History
Current Registrations
Wilkins Advisors, 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.