Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PKS Advisory Services charges fixed fees for financial planning and consulting, generally ranging from $500 to $1,000. Investment management services are charged an annual fee based on a percentage of assets under management, up to 2.75%. The annual fee varies depending on the market value of assets, the type of services, and the experience of the advisor. Clients also incur additional fees charged by third parties such as broker-dealers and custodians.
Areas of Practice
Advisor Information
Office location
80 State Street, Albany, NY, 12207
Get directionsRegulatory History (3)
Customer Dispute
March 2015Regulatory
May 1992Regulatory
June 1989Other Business ActivitiesSells Insurance
Jeffrey is the president and operations manager of PKS Advisory d/b/a Davis Brinks Wealth Management, providing investment and insurance advice along with various planning services, dedicating full-time hours. He is also an insurance agent with PKS Financial since 2020, spending about 10-20% of his time providing insurance advice.