PKR Investments, LLC, based in St. Louis, MO, offers solicitor services by recommending third-party managers (TPMs) to manage client portfolios. PKR monitors the TPM's performance and acts as a liaison between the client and the TPM. PKR also provides financial planning and consulting services, including net worth statements, cash flow analysis, retirement strategy, investment planning, tax reduction strategy, and estate preservation.
Fee Structure
PKR Investments does not directly manage client investments. Instead, PKR recommends third-party managers (TPMs). The fees charged by the TPMs will vary depending on the TPM and the investment strategy chosen, ranging from 0.40% to 1.00%. PKR receives 20% of the TPM's fee, with the TPM retaining the remaining 80%.