Barron Akins is a registered investment advisor at Oakworth Asset Management, LLC, based in Charlotte, NC, with 9 years of industry experience. Barron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 678 clients with $760M 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 $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
For accounts made up of fixed income investments, the fees are: First $2,500,000: 0.50%, Above $2,500,000: 0.38%. The Firm may negotiate a different fee rate for certain client holdings.
Fee Estimator
Location
6000 Fairview Rd., Ste. 125, Charlotte, NC, 28210
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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 →Other Business Activities
Barron owns rental property in Panama City, Florida, since 2004. He spends minimal time maintaining the building and collecting rent.
Employment History
Current Registrations
Oakworth Asset Management, LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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