Akkadian Wealth provides personalized investment management and comprehensive wealth planning services to individuals, high net worth individuals, and small businesses. Founded in 2022 and based in Scottsdale, Arizona, Akkadian Wealth focuses on building and executing tailored portfolios designed to meet each client's specific financial goals, time horizon, and risk tolerance. The firm uses a combination of fundamental analysis, modern portfolio theory, technical analysis, and cyclical analysis to construct diversified portfolios using exchange-traded funds, mutual funds, and individual securities. In addition to active asset management, Akkadian Wealth offers comprehensive wealth planning, estate planning, business planning, and educational planning. Clients also have the option to work with third-party money managers through platforms like Interactive Brokers or Charles Schwab. The firm operates with no account minimums and acts with a legally required obligation to put clients' best interests first.
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 are annual and charged monthly in advance. Fees may be negotiable based on certain circumstances.