PK Wealth Advisors provides investment management services where they manage your investments based on your goals and risk tolerance. They may also hire other investment advisors to manage parts of your portfolio. PK Wealth Advisors also offers financial planning services, including full financial plans and consulting on specific financial topics.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
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% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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