SandK Advisors offers asset allocation services tailored to clients' needs and investment objectives. They also provide financial consulting services on topics like risk assessment, investment planning, and financial decision-making. SandK Advisors also offers educational seminars. They do not manage client assets or participate in wrap fee programs.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Asset Allocation Services: Fees are negotiated with the client and determined in advance of services rendered. The hourly fee is $500 per hour and is payable quarterly, in arrears.
- Financial Consulting Services: The standard hourly fee is $750 for financial consulting services. The hourly fee is negotiable depending on the scope and complexity of the services rendered. The consulting fee is payable in arrears.
- Educational Seminars: The standard fixed fee for a 1-day seminar is $5,000 plus travel expenses, with 50% payable at the beginning and the remaining balance due on completion of the seminar.
One-Time Plan:$5,000
Hourly Rate:$500 - $750/hr
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