How does the advisor help clients – Key Takeaways:
- Provide expert financial guidance
- Assist clients in making informed decisions
- Create personalized financial plans
- Monitor and review investments regularly
Facts and Insights
RK Asset Management is a leading financial advisory firm that helps individuals and institutions achieve their financial goals. With years of experience and a team of knowledgeable advisors, RK Asset Management is able to provide expert guidance and support to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 10 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance services
Client Types
- High net worth individuals
- Small business owners
- Retirees
- Institutions
Fees & Compensation
RK Asset Management charges a percentage of assets under management as their fee. This fee is typically between 1-2% and may vary based on the services provided. Advisors at RK Asset Management are compensated through these fees and do not earn commissions on the sale of any products.
Background
RK Asset Management was founded in 2010 by financial experts who saw a need for a more personalized and comprehensive approach to financial advising. Since then, the firm has grown to become a respected and trusted name in the industry, with a team of experienced advisors and a strong track record of success.
Financial Advisor Disclosures to Know
- RK Asset Management is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC).
- All advisors at RK Asset Management are required to act in the best interest of their clients at all times.
- RK Asset Management has no disclosures on their record with FINRA’s BrokerCheck.