Adkins Asset Management, LLC offers financial planning and investment management services. Financial planning includes creating a personal financial plan and tracking progress. Investment management involves managing client portfolios, typically using a personalized asset allocation approach with mutual funds, ETFs, stocks, and bonds. The combination of these services is called Wealth Management Services.
Assets Under Management$8.4M
Clients59
Advisors2
Avg. per Client$140K
Avg. per Advisor$4.2M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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