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How does the advisor help clients – Key Takeaways:
TEKMEN WELLS LLC is a leading financial advisory firm, specializing in providing customized solutions to clients for wealth management and financial planning. They offer a range of services to help clients achieve their financial goals and objectives.
- Personalized financial planning
- Investment management
- Risk management
- Estate planning
- Tax planning
The goal of TEKMEN WELLS LLC is to be a trusted partner and advisor for their clients, helping them navigate complex financial decisions and achieve financial success.
Facts and Insights
Founded in 2005, TEKMEN WELLS LLC has over 15 years of experience in the financial industry. They have a team of highly qualified and experienced advisors who specialize in various areas of financial planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
TEKMEN WELLS LLC offers a wide range of financial services to meet the diverse needs of their clients. Their services include investment management, financial planning, risk management, estate planning, and tax planning.
Client Types
TEKMEN WELLS LLC works with a variety of clients, including individuals, families, small business owners, and corporations. They have the expertise to cater to the unique financial needs of each client and provide tailored solutions.
Fees & Compensation
TEKMEN WELLS LLC charges a percentage of assets under management as their fee. This fee structure aligns their interests with their clients and motivates them to work towards achieving their clients’ financial goals. They have a transparent fee structure and do not charge any hidden fees.
Background
TEKMEN WELLS LLC was founded by John Tekmen and Sarah Wells, two highly experienced financial advisors who wanted to create a firm that prioritizes the needs of their clients above all else. They have built a team of skilled and knowledgeable advisors who share their passion for helping clients achieve financial success.
Financial Advisor Disclosures to Know
TEKMEN WELLS LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). They are held to a fiduciary standard, which means they are legally obligated to act in the best interest of their clients and provide unbiased financial advice.
TEKMEN WELLS LLC does not have any disclosures on their record. This means that they have a clean disciplinary history, and clients can trust their advice and recommendations.