Akkadian Wealth provides investment management and wealth planning services. They focus on building portfolios to meet client needs and help clients develop plans to build and preserve wealth. They offer tailored asset management services, working with clients to understand their financial situation, goals, and risk tolerance. They may also recommend third-party money managers. Wealth planning services include comprehensive planning, estate planning, business planning, and educational planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees may be negotiable. If the Client wishes to utilize the services of a third-party money manager through the InteractiveAdvisors platform or Schwab platform, the money manager will charge fees ranging from .08% to .75% in addition to the fees charged by Akkadian Wealth. In no instance will the total advisory fee paid by a Client exceed 2.75%.