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    • Home
    • About Us
    • Services & Products
    • Business Retirement Plans
    • Allocation & Performance
    • Benchmark Data Sources
    • Founder
    • Business Partner
    • Independent Partners
    • Contact Us
    • Privacy, ADV, & Ethics
  • Home
  • About Us
  • Services & Products
  • Business Retirement Plans
  • Allocation & Performance
  • Benchmark Data Sources
  • Founder
  • Business Partner
  • Independent Partners
  • Contact Us
  • Privacy, ADV, & Ethics

Investment Services & Insurance Products

 

  • BKS  Balanced Index Accounts (Growth > Income) *: Individual active management, asset allocation, exchange traded and mutual fund (equity sector funds and fixed income funds) accounts:  Annual 0.7% fee of assets under management, accrued quarterly. Brokerage commissions $0.00 to $25.00  per trade, buy or sell.  Exchange traded and mutual fund fees of 0.10% - 1.5% annually.  Total potential fees of 2.2% (including fund fees) plus brokerage commissions.  TD Ameritrade Institutional provides brokerage and custody services. 


  • BKS  Balanced Index Accounts (Income > Growth) *: Individual active management, asset allocation, exchange traded and mutual fund (equity sector funds and fixed income funds) accounts:  Annual 0.35% fee of assets under management, accrued quarterly.  Brokerage commissions $0.00 to $25.00  per trade, buy or sell.  Exchange traded and mutual fund fees of 0.10% - 1.5% annually.  Total potential fees of 1.85% (including fund fees) plus brokerage commissions.  TD Ameritrade Institutional provides brokerage and custody services.


  • Annuities, Life and Health Insurance:  Various independent third party marketers provide access to these products from numerous national insurance carriers. 


  • * Fees quoted are for direct business only.  Third party referred business fees may be higher. 

 

 Securities and other Products are Not FDIC or NCUA insured, No Bank or Credit Union Guarantee, Not a deposit, Not Insured by any Federal Government Agency, Involves Investment Risk and May Lose Value.  Investment Advisor Representative, BKS Investment Services is a Registered Investment Advisor in Missouri. Securities offered through TD Ameritrade Institutional, a broker / dealer, member FINRA / SIPC. TD Ameritrade Institutional and BKS Investment Services are not affiliated. Copyright BKS Investment Services  2021.