S & K Investment Services acts as a solicitor, referring clients to Morgan Stanley Smith Barney (MSSB) for investment advisory services. S & K does not provide investment advice or manage client assets. Clients pay MSSB directly for investment management, and MSSB pays S & K a referral fee. The client decides whether to retain MSSB.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
S & K Investment Services does not manage your investments directly. Instead, they refer you to Morgan Stanley Smith Barney (MSSB). MSSB pays S & K a referral fee out of the investment advisory fee you pay to MSSB. This referral fee is typically 0.25% of the total fee MSSB collects from you. You will not pay any extra fee because of this arrangement.
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