Genevee Lekites is a CFP-designated registered investment advisor at Pks Investment Advisors LLC, based in Salisbury, MD, with 17 years of industry experience. Genevee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 500 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Standard annual fee is not to exceed 1.25% of assets under management. Fees are negotiable based on family relations, account size, potential future growth, business relationships, and scope of services. Family member accounts are aggregated for fee calculation purposes.
Fee Estimator
Location
1801 Sweetbay Drive, Salisbury, MD, 21804
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Regulatory 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 Activities
Genevee is the president and co-owner of Lekites Enterprises LLC, a non-investment related property ownership business, since 2019. She spends minimal time tracking expenses for the business.
Employment History
Current Registrations
Pks Investment Advisors LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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