Mark Palmrose-Krieger is a registered investment advisor at Pk Financial Services, based in Pawling, NY. Mark 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, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual management fee is 1.00% of assets under management. Alternatively, eligible high-net-worth clients may agree in writing to a performance-based fee structure of 1.00% annually plus 20% of portfolio growth over a benchmark (the '1 and 20' structure).
Fee Estimator
Location
Pawling, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pk Financial Services
State Registrations1 state
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