AKM Advisory, LLC offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client and construct a plan to aid in the selection of a portfolio that matches each client's specific situation. AKM Advisory primarily recommends ETFs and mutual funds to a majority of its clients. They enter trades on a discretionary basis.
Assets Under Management$84M
Clients51
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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