AKM Advisory charges a fee based on a percentage of assets under management. As a fee-only advisor, AKM is compensated solely by its clients and does not receive any compensation that is contingent on the purchase or sale of a financial product. The fee structure is as follows:
- 1.00% on the first $500,000
- 0.75% on the next $500,000
- 0.50% on the balance of the relationship
Fees are calculated and billed quarterly, in arrears, based on the average daily balance of the relationship.
The preferred minimum relationship size is $500,000.