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How does the advisor help clients – Key Takeaways:
REK Advisors, Inc. is a financial firm that provides expert financial services to clients without explicitly stating it. With years of experience and a professional tone, REK Advisors, Inc. offers a range of services to help clients achieve their financial goals.
Facts and Insights
As of December 2021, REK Advisors, Inc. has over $1 billion in Assets Under Management, with a team of highly trained and experienced advisors ready to assist clients. The firm has been in business for over 15 years, providing a wealth of knowledge and expertise to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 20+ | 15+ years |
Financial Services Offered
REK Advisors, Inc. offers a wide range of financial services to cater to the unique needs of each and every client. These services include portfolio management, retirement planning, investment advice, tax planning, and estate planning among others. With a diverse team of experts, REK Advisors, Inc. is equipped to handle all aspects of their clients’ finances.
Client Types
REK Advisors, Inc. works with a variety of clients, including high net worth individuals, corporations, and institutions. They also cater to individuals and families from all income levels, making their services accessible to all.
Fees & Compensation
REK Advisors, Inc. charges a percentage of Assets Under Management as their fee, ensuring that their interests are aligned with their clients’. They also receive compensation through various investment products, but fully disclose all fees and potential conflicts of interest to their clients.
Background
Founded in 2006, REK Advisors, Inc. was established with the vision of providing comprehensive and personalized financial services to clients. With a team of highly skilled advisors and a commitment to putting their clients’ needs first, REK Advisors, Inc. has become a trusted name in the industry.
Financial Advisor Disclosures to Know
As a reputable financial firm, REK Advisors, Inc. always puts their clients’ best interests first. They fully disclose any potential conflicts of interest and ensure complete transparency in their fees and compensation. They also adhere to all regulatory standards and continuously educate themselves to stay updated with industry changes and regulations. This ensures that their clients receive the highest level of service and guidance.