PKS Advisory Services provides comprehensive financial planning, consulting, and investment management services to individuals, families, and businesses. Founded in 2001 and based in Albany, New York, the firm creates personalized investment portfolios using mutual funds, exchange-traded funds, individual stocks and bonds, alternative investments, and independent managers or third-party model portfolios. PKS Advisory Services helps clients navigate various aspects of their financial lives, including retirement planning, education funding, estate analysis, tax strategies, and cash flow needs. The firm tailors its services to each client's specific risk tolerance, time horizon, and goals, and offers both discretionary and non-discretionary management options.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee varies up to 2.00% depending on assets under management, services rendered, and advisor experience. Fees are negotiable.