Akamai Wealth Management provides investment advice and financial planning to individuals, high net worth individuals, businesses, and organizations. Akamai offers non-discretionary asset management, meaning they recommend trades but need your approval before executing them. Financial planning includes full financial plans and hourly consultations. Akamai also offers ERISA 3(21) services to retirement plans.
Assets Under Management$890K
Clients1
Advisors1
Avg. per Client$890K
Avg. per Advisor$890K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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