Wilkins Advisors provides financial planning and asset management services. Financial planning includes coaching, budgeting, tax planning, investment analysis, and retirement planning. Asset management is offered on a discretionary basis, investing in stocks, bonds, mutual funds, and ETFs. Wilkins Advisors tailors its investment strategy to each client's financial goals, risk tolerance, and time horizon.
Assets Under Management$0
Clients1
Advisors1
Avg. per Client$0
Avg. per Advisor$0
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $250K | 0.90% |
| $250K - $500K | 0.80% |
| $500K - $1000K | 0.70% |
| $1M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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