Wilkins Investment Counsel manages investment portfolios for individuals, high-net-worth individuals, families, foundations, endowments, and other charitable institutions. Wilkins works with clients to determine their investment objectives and risk profile and develops a customized investment plan. Wilkins emphasizes continuous communication with clients regarding any significant life events or changes that could impact their financial objectives.
Assets Under Management$1.1B
Clients205
Advisors4
Avg. per Client$5.3M
Avg. per Advisor$270M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20.0M | 0.75% |
| $20M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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