Advisor at PKS Investment Advisors LLC
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Firm
PKS Investment Advisors LLC
Location
Salisbury, MD 21804
Credentials
CFP®, Series 65
Industry experience
16 years
Genevee Lekites is a CFP® with 16 years of industry experience and is currently with PKS Investment Advisors LLC, where she has worked since 2009. She holds a Series 65 license and is based in Salisbury, MD. Outside of her advisory role, she is president and co-owner of Lekites Enterprises LLC, a non-investment related property ownership business. 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, primarily using passively managed mutual funds and documented client objectives supported by Monte Carlo analysis.
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
Delaware · Maryland
PKS Investment Advisors LLC
2022 - Present (4 years)
PKS Investment Advisors LLC
2009 - 2022 (13 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
Series 65
Salisbury, MD
PKS Investment Advisors LLC
PFS™, 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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