MK Investment Advisors provides investment management services where client portfolios are managed according to their stated investment objectives and constraints. MKIA also provides financial planning and consulting services on a non-continuous basis. These services are generally included for clients whose investment portfolios MKIA manages, but MKIA also offers standalone financial planning services.
Assets Under Management$16M
Clients7
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
MK Investment Advisors charges an annual fee between 0.50% and 2.00% of the value of your portfolio. The exact fee is negotiated with each client based on factors like the number of accounts, competitiveness with other firms, anticipated deposits, pre-existing relationships, and the level of service required.
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