Frequently Asked Questions
At PK WEALTH, we tailor financial advice to your goals, helping you manage risks and optimize investments for life’s major events. Our expertise ensures you make informed decisions to achieve financial stability and growth.
At PK WEALTH, our fees are simply a percentage of your assets under our management. The average fee is 1% -1.5% of assets under management.
We start by understanding your financial situation and goals, then craft a personalized plan focused on strategic asset allocation and risk management. Through continuous portfolio reviews and incorporating financial strategies like retirement and tax planning, we ensure you stay on track to achieve your objectives efficiently.”
At PK WEALTH, we assist with tax-efficient investing and strategic planning. We guide you through the tax implications of investments and life changes, collaborating with tax professionals to maximize benefits and minimize liabilities.
Our clients are business owners, professionals, retirees, & young families with investable assets of $100,000+. They are usually in asset growth, conservation, or liquidation mode. We cater to clients who are proactive about their financial future, value personalized guidance, and seek expert assistance in navigating complex financial landscapes.
At PK WEALTH, you can expect a high level of service characterized by personalized attention, proactive communication, and a commitment to your financial well-being. Our team provides regular updates and reviews, accessible support for any inquiries, and thorough oversight of your investment portfolio.