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Pks Investment Advisors Llc
Salisbury, Maryland
3.0
2 Reviews
PKS Investment Advisors LLC, based out of Salisbury, MD, is a local investment advisory firm specializing in providing comprehensive financial solutions. With a team of 7 dedicated professionals, including 5 experienced investment advisors, PKS Investment Advisors offers personalized wealth management services to a diverse clientele.
The firm boasts an impressive average of $161,060,000 in assets under management per investment advisor, surpassing industry standards. Their compensation structure is flexible, encompassing various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clie...see more
Assets Under Mgmt
$149.24M
Investment Professionals
5
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other: FINANCIAL CONSULTING
Other Business Activities
- Insurance broker or agent
Reviews for Pks Investment Advisors Llc
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