Akin Investments, LLC, based in Charleston, South Carolina, offers financial planning and investment advice. They gather your financial information through conversations and questionnaires to understand your situation and goals. This includes goal setting, investment philosophy, risk management, education and retirement funding, income tax review, and estate planning review. Investment recommendations are non-discretionary, meaning you approve all decisions in advance. They provide services to individuals, IRAs, education funding, trusts, and other entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.89% |
| $1.0M - $3.0M | 0.69% |
| $3.0M - $10.0M | 0.39% |
| $10M+ | 0.39% |
Fees are negotiable and may be lower than the standard fees shown. Consulting services are included in these fees for asset management services with the exception of unique circumstances that may require a separate agreement for financial planning services.