- BKS Asset Allocation Accounts - Priced at one-half of one percent (exchange traded index fund accounts, $2,000 minimum) to one percent (individual stock accounts, $50,000 minimum) annually of assets under management. IRAs, regular accounts, Trusts, and SEP IRAs for small businesses.
Mutual and Exchange Traded Fund (ETF) Accounts - Priced at one-half of one percent annually of assets under management. $2,000 minimum. IRAs, regular accounts, Trusts, and SEP IRAs for small businesses.
Income Accounts - Priced at one tenth of one percent to one-third of one percent annually of assets under management depending upon type of account (CD only or individual bonds and exchange traded funds). $10,000 minimum. IRAs, regular accounts, Trusts, and SEP IRAs for small businesses.
401-K Plans - Plan establishment cost as low as $1,200 with minimal annual administration costs. Advisory services available for individual accounts if desired (priced at 0.5% of assets under management annually).
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Comprehensive, individualized investment management. Call 816-346-6373 or email bksinvest@kc.rr.com.