Pks Advisory Services, LLC
Assets Under Management
$905.4M
Number of Clients
4,416
Number of Advisors
45
Average Client AUM
$205K
AUM per Advisor
$20.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
PKS Advisory Services offers financial planning, consulting, and investment management services. They tailor services to individual client needs, considering risk tolerance and time horizon. They may recommend independent managers and monitor account performance. PKSA is under common control with PKS, a broker-dealer.
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
Location
80 State Street, Albany, NY, 12207