Grace Smith is a registered investment advisor at Pks Advisory Services, LLC, based in Albany, NY, with 3 years of industry experience. Grace operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 4,416 clients with $910M in assets under management.
Compensation
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Fee Structure
PKS Advisory Services provides investment management for an annual fee based on the value of your investments. The fee can be up to 2.75% and varies depending on the amount you invest, the type of services you need, and the experience of the advisor. This fee does not include brokerage commissions or other transaction costs.
Location
80 State Street, Albany, NY, 12207
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
State Registrations16 states
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