Adkins Seale Capital Management is a registered investment advisor based in Shreveport, Louisiana, that primarily provides discretionary investment management through a wrap fee program. Under this program, clients pay a single bundled fee that covers investment management, trade execution, and custody, with Charles Schwab & Co. serving as the custodian. Adkins Seale Capital Management also includes financial planning and consulting services as part of this annual fee upon request, covering areas such as estate, tax, and insurance planning. Additionally, the firm offers standalone financial planning on a fixed-fee or hourly basis, as well as retirement plan consulting services for plan sponsors. The firm builds portfolios using individual stocks, bonds, mutual funds, and exchange-traded funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for accounts over $5,000,000. Fees are billed quarterly in advance.