Advisor at PKS Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
PKS Investment Advisors LLC
Location
Salisbury, MD 21804
Credentials
PFS™, Series 65
Industry experience
15 years
Daniel O’Connell is a financial advisor at PKS Investment Advisors LLC with 15 years of industry experience. He holds the PFS™ designation and Series 65 license. He has worked at PKS Investment Advisors LLC since 2010 and has been with PKS & Company, P.A. since 1995. PKS Investment Advisors LLC provides investment management, financial planning, and retirement plan services to individuals, qualified plans, trusts, nonprofits, and small businesses. The firm employs a long-term, asset allocation approach based on Modern Portfolio Theory and frequently uses passively managed funds, including those from Dimensional Fund Advisors.
Based on PKS Investment Advisors LLC
Based on PKS Investment Advisors LLC
$0+: up to 1.25% annually (negotiable) $0 - $1,000,000: 0.90% annually (Employee Participant Directed 401Ks total fee) $1,000,001 - $5,000,000: 0.60% annually (Employee Participant Directed 401Ks total fee) $5,000,001 - $10,000,000: 0.33% annually (Employee Participant Directed 401Ks total fee) $10,000,001+: 0.20% annually (Employee Participant Directed 401Ks total fee)
Insurance products commissions from sales of insurance and annuity products
Financial planning services at $300 per hour
Account minimum: $500,000 Fee-only: Investment management fees; financial planning hourly fees
1801 Sweetbay Drive
Salisbury, MD 21804
Maryland
PKS Investment Advisors LLC
2010 - Present (16 years)
Pks & Company, P.A.
1995 - Present (31 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Salisbury, MD
Riverview Asset Management, Inc.
CFP®, Series 65
Salisbury, MD
PKS Investment Advisors LLC
CFP®, Series 65
Salisbury, MD
PKS Investment Advisors LLC
Series 65
Salisbury, MD
PKS Investment Advisors LLC
Series 65
Salisbury, MD
PKS Investment Advisors LLC
PFS™, Series 65
Salisbury, MD
PKS Investment Advisors LLC
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