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
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Customer Dispute
January 2010Other Business ActivitiesSells Insurance
Gregory is an insurance agent at PKSF, providing fixed insurance products, dedicating a few hours per week. He is also an IAR with PKS Advisory Services, spending about a quarter of his time on this. Finally, Gregory is President of Matrix Insurance & Business Solutions, selling insurance products to individuals and businesses, taking nearly full-time hours.