A complete list of active advisors currently associated with BKS Wealth LLC
Warmer can help you find a great advisor at BKS Wealth LLC or one who fits your needs even better.
BKS Wealth LLC is a California-registered independent investment adviser that provides discretionary asset management, integrated financial planning, and life insurance product services to individuals, high-net-worth clients, trusts and estates, and certain corporate or business entities. The firm reports managing approximately $21.85 million for about 49 clients and executes client accounts through a qualified custodian. The firm delivers ongoing, tailored portfolio management on a discretionary basis, using a mix of analysis methods (including fundamental and technical techniques, charting and cyclical analysis) and strategies such as long-term holdings, option writing, and tactical and strategic asset allocation. Advisers work with clients one-on-one to set objectives, accommodate reasonable investment restrictions, and periodically review and rebalance portfolios. Distinctive features compared with many peers include an explicit focus on serving corporate or business clients and the firm’s involvement in insurance brokerage: the adviser is licensed to recommend life insurance products and discloses receipt of commission-based compensation for insurance sales. The firm’s leadership also maintains professional credentials (CFA and CFP) and discloses use of limited-custody arrangements (standing letters of authorization) for some clients while following applicable custody safeguards.
To learn more about the advisors currently working at BKS Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Diego, CA
| 24
|
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