Stephen Wilkins
Stephen Wilkins is a registered investment advisor at Patton Albertson Miller Group, LLC, based in Chattanooga, TN, with 4 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 602 clients with $1.5B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Clients who joined the firm from ASA are billed at the rate they agreed to while clients of ASA. Fees may be negotiable.
Fee Estimator
Location
605 Chestnut Street, Suite 900, Chattanooga, TN, 37450
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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
Stephen works as a Winter Sports Gear Expert for Curated.com, an e-commerce platform, spending a few hours per week talking to clients. This activity is not investment-related.
Employment History
Current Registrations
Patton Albertson Miller Group, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.