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.
555 South Pompano Parkway, Suite #6, Pompano Beach, FL, 33069
Get directionsHarold is a CPA and owner of an accounting practice, spending about half of his time preparing income taxes and providing accounting services. He is also an IAR with PKS Advisory, dedicating nearly full-time hours during trading.