Adkins Seale Capital Management offers investment management services, primarily through a wrap fee program that bundles investment advice, brokerage, and custody services for a single annual fee. They may also provide financial planning and consulting services, either as part of the wrap program or on a stand-alone basis for a separate fee. Adkins Seale may also provide non-discretionary pension consulting services to retirement plans.
Assets Under Management$450M
Clients140
Advisors2
Avg. per Client$3.2M
Avg. per Advisor$220M
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...