David Wilkins is a registered investment advisor at Aries Investments, LLC, based in Lakeland, TN. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 11 clients with $840K 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 | 0.90% |
The maximum allowable fee that can be charged may not exceed .9 % of client assets under management on an annual basis. Fees may be discounted at the discretion of Aries Investments.
Fee Estimator
Location
3995 Loch Meade Dr., Lakeland, TN, 38002
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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 →Employment History
Current Registrations
Aries Investments, LLC
Previous Registrations
Aries Investments, 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.