Adkins Asset Management, LLC offers personalized investment management and financial planning services, combining them into wealth management packages. The firm designs customized portfolios using traditional asset classes like fixed income, domestic equities, and foreign securities, tailoring investments to each client's specific goals, risk tolerance, and time horizon. Clients with more than $500,000 under the firm's management generally receive financial planning services included at no extra cost. The firm operates with a focus on asset allocation and ongoing portfolio monitoring while utilizing independent custodians for client accounts.
Fee Structure
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% |
Fees may be subject to negotiation under certain circumstances. Clients may also choose a flat quarterly retainer instead of a percentage fee.