PKS Investment Advisors LLC provides investment management and financial planning services to individuals, trusts, charitable organizations, and small businesses. The firm builds diversified portfolios primarily using passively managed mutual funds and exchange-traded funds, following Modern Portfolio Theory. For fixed income portfolios, PKS Investment Advisors may partner with a specialized sub-advisor to manage individual bonds. In addition to portfolio management, PKS Investment Advisors consults clients on various financial planning topics, including income and estate tax planning, retirement planning, insurance analysis, and cash flow planning. The firm is owned by an affiliated accounting firm and can also facilitate insurance products through licensed agents.
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.