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
March 2021Other Business ActivitiesSells Insurance
David works as an advisor for PKS Advisory, dedicating full-time hours to this role. He also works as an insurance agent selling fixed insurance, spending a few hours per week on this activity, and serves in an advisory role on the board of directors and finance committee for the Pride Center of the Capital Region, spending minimal time.