AK Investing offers investment management based on individual goals and risk tolerance, using fixed income, ETFs, index options, and equity options. They also provide comprehensive and targeted financial planning, covering retirement, risk management, college savings, and more. For certain situations, AK Investing takes an interdisciplinary approach to financial planning, bringing in other professionals, like estate planning attorneys or CPAs.
Fee Structure
AK Investing's investment management fees are based on the amount of assets they manage for you. The fee is generally 2% per year, with a $2,000 minimum annual fee per managed account. The fees are non-negotiable, though they may be decreased or waived at AK Investing's discretion. For qualified clients, AK Investing may charge performance-based fees.