Rks Management, INC.

N/A

RKS Management refers clients to third-party investment advisors, such as Ameriprise, for the management of their assets. RKS does not manage client assets directly. RKS is compensated through a fee share from the advisors they recommend. RKS offers the same suite of services to all clients, but investment strategies are tailored to individual client circumstances.

Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

RKS Management does not directly manage investments. Instead, RKS refers clients to third-party investment advisors like Ameriprise. The fees for investment management are charged by the third-party advisor, and RKS receives a portion of those fees. The total fee for investment management services through Ameriprise is up to 1.50% annually.

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Location

2 Advisors at this firm

Rks Management, INC. | TrueAdvisor