Advisor at Adkins Asset Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Adkins Asset Management LLC
Location
Cordova, TN
Credentials
Series 65
Industry experience
4 years
James Adkins is a Series 65-licensed financial advisor with Adkins Asset Management LLC in Cordova, Tennessee, bringing four years of industry experience. His prior work includes roles at Jackson Howell and Associates and Robert Half. Adkins Asset Management LLC offers financial planning, investment management, and wealth management services tailored to individuals, high-net-worth clients, small businesses, and trusts. The firm’s investment approach focuses on asset allocation guided by economic analysis and uses individualized Investment Policy Statements with diversified holdings.
One-time flat fee for Financial Planning Services as agreed
$0 - $1,000,000: 0.75% $1,000,000 - $3,000,000: 0.65% $3,000,000 - $5,000,000: 0.60% $5,000,000+: 0.40%
$250 per planner-hour for Financial Planning Services
Flat quarterly retainer fee for Investment Management Services as agreed
Account minimum: $500,000 Fee-only: Financial Planning Services charged hourly at $250 per planner-hour, or one-time flat fee, or capped hourly fee as agreed
Cordova, TN
Tennessee
Adkins Asset Management LLC
2021 - Present (5 years)
Unemployed
2021 - 2021 (1 year)
Jackson Howell and Associates
2020 - 2021 (1 year)
Robert Half
2018 - 2020 (2 years)
Jackson Howell and Associates
2014 - 2018 (4 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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