BKS Wealth LLC, based in San Diego, California, offers personalized investment advisory services. These include asset management with continuous monitoring of accounts, and financial planning covering investment, retirement, insurance, tax, education, asset allocation, and real estate planning. BKS Wealth tailors its services to individual client needs and objectives, working with clients to determine their investment goals and risk tolerance.
Assets Under Management$22M
Clients51
Advisors1
Avg. per Client$430K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees are negotiable based on client type, complexity, account composition, potential for additional deposits, and client relationship.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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