PKS Investment Advisors manages investment portfolios for individuals, retirement plans, trusts, and small businesses. PKSIA works with clients to determine their investment objectives and risk profile, then designs a written investment policy. PKSIA primarily recommends portfolios of passively managed asset class and index mutual funds, often Dimensional Fund Advisors (DFA) funds. PKSIA may also consult with clients on financial planning areas including income and estate tax planning, college financial planning, and retirement planning.
Assets Under Management$240M
Clients441
Advisors7
Avg. per Client$550K
Avg. per Advisor$35M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable based on family relations or individual circumstances including account size, potential future account growth, business relationships and the level and scope of the services requested.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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