Keith Dykes is a registered investment advisor at J. L. Perkins Wealth Management, LLC, based in Macon, GA, with 2 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 317 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
J. L. Perkins Wealth Management does not directly manage client investments. Instead, the firm refers clients to third-party money managers. The total annual advisory fee for this service will not exceed 1.50%. A portion of this fee is paid to J. L. Perkins Wealth Management, as outlined in the third-party money manager's advisory agreement.
Location
200 Northside Crossing, Macon, GA, 31210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Keith is involved with Dykes Foods, Inc., a food service business, dedicating a few hours per week to this non-investment related activity.
Employment History
Current Registrations
J. L. Perkins Wealth Management, LLC
State Registrations3 states
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