Philip Adkins
Philip Adkins is a CFA-designated registered investment advisor at Adkins Seale Capital Management LLC, based in Shreveport, LA, with 15 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 140 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable above $5,000,000.
Fee Estimator
Location
333 Texas Street, Suite 2235, Shreveport, LA, 71101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Adkins Seale Capital Management LLC
Previous Registrations
Morgan Stanley
Legg Mason Wood Walker INC
State Registrations2 states
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