Fee Structure

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.