Advisor at Adkins Asset Management LLC
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Firm
Adkins Asset Management LLC
Location
Cordova, TN
Credentials
Series 65
Industry experience
4 years
Jimmy Adkins is a Series 65-licensed financial advisor with four years of experience at Adkins Asset Management LLC in Cordova, TN. He also works part-time as an audit manager at Jackson Howell & Associates PLLC, a Certified Public Accounting firm where he has been employed since 1987. Adkins Asset Management LLC provides financial planning, investment management, and wealth management services to individuals, high-net-worth clients, small businesses, and trusts. The firm customizes services for each client and emphasizes asset allocation based on economic analysis, implementing strategies through individualized Investment Policy Statements and 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
Jackson Howell & Associates PLLC
1987 - Present (39 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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