PK Wealth Advisors manages investment portfolios and provides personalized financial planning for individuals and families. PK Wealth Advisors offers discretionary asset management, building customized investment strategies based on your personal goals, time horizon, and risk tolerance. In addition to managing investments, PK Wealth Advisors creates full financial plans covering retirement strategies, cash flow analysis, tax reduction strategies, risk management, and estate preservation. PK Wealth Advisors also offers hourly consultation services for specific financial topics. PK Wealth Advisors is owned and operated by Hardeep Singh, a Certified Financial Planner, and operates out of Sacramento, California.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fees are negotiable based on factors such as historical relationships, asset types, and account composition. Cash is included in fee calculations.