CK Advisors provides investment management services for high net worth individuals, profit sharing plans, and endowments. They create portfolios primarily of individual stocks, but may also include bonds, mutual funds, and other investments. They meet with clients at least annually to review performance and goals. Clients can place restrictions on investments, but are advised this may impact performance.
Assets Under Management$81M
Clients41
Advisors2
Avg. per Client$2M
Avg. per Advisor$41M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
These fees apply to accounts invested in equities, cash, or fixed income. For accounts specifically allocated to 100% fixed income, the fee is 0.50% on the first $5 million and 0.25% on amounts over $5 million. Minimum quarterly fee for equity/balanced accounts is $2,500. Minimum quarterly fee for fixed income accounts is $1,250.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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