PKS Advisory Services offers financial planning, consulting, and investment management. Financial planning covers education, retirement, estate, investments, tax, and cash flow needs. Investment management involves allocating assets among mutual funds, independent investment managers, exchange-traded funds, and individual securities. PKS Advisory tailors its services to each client's risk tolerance and financial goals.
Assets Under Management$910M
Clients4,416
Advisors45
Avg. per Client$210K
Avg. per Advisor$20M
Fee Structure
Planning is included in investment management (also available separately)
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.
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Location
45 Advisors at this firm
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