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
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is an Investment Advisor Representative (IAR) with PKS Advisory Services LLC DBA Michigan Securities, spending full-time providing investment advice. He is also an insurance agent with PKSF, dedicating about 10-20% of his time to providing insurance advice, and sells/services fixed annuities and life insurance, spending a few hours per week on this activity. Finally, Daniel is the treasurer for Boy Scout Troop 1491, spending minimal time on this role.