Thomas Hart Wilkins
Advisor at Joseph Jekyll Advisers LLC — Athens, GA
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.
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.
Credentials
CFA®
Experience Industry experience
19 years
Location
Athens, GA
Joseph Jekyll Advisers LLC
Independent
Total advisors
1Clients per advisor
11 LowAvg AUM per client
$906,319 HighHNW client ratio
0% LowThomas Wilkins is a CFA charterholder and principal of Joseph Jekyll Advisers LLC in Athens, GA, with 19 years of industry experience. He has been with Joseph Jekyll Advisers since 2006. Wilkins also serves as chairman of the Wilkins Foundation, Inc., a private foundation involved in charitable activities including book publishing. Joseph Jekyll Advisers provides investment management, financial planning, business consulting, trust management, and estate administration services to individuals, high-net-worth clients, businesses, trusts, and charitable organizations. The firm’s investment approach is based on fundamental analysis and balance-sheet review, emphasizing long-term buy-and-hold strategies while incorporating selective trading and a range of investment vehicles. It is notable for its paid subscription financial publications and performance-based fee arrangements for qualified clients.
Based on Joseph Jekyll Advisers LLC
Flat rates available for financial planning services (negotiable)
$150 per hour for investment management (alternative to 1% AUM fee), financial planning, advisory consultations, and business consulting
For qualified clients/institutional investors only: 0.5% of AUM plus 10% of profits
Financial publication subscription fees range from $900 to $1,200 per year
Fee-only: Investment management fees at 1% annually or negotiable rates for non-discretionary management; advisory consultation fees $1,200 to $2,400 per year or $150/hour; financial publication subscription fees $900 to $1,200 per year; financial planning fees $150/hour with negotiable flat rates; business consulting fees $150/hour
Athens, GA
Athens GA
Advisors at this office
1
Georgia
19 years of industry experience
Joseph Jekyll Advisers LLC
2006 - Present • 20 years
Athens, GA
Joseph Jekyll Advisers LLC
2006 - Present • 20 years
Athens, GA
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