Tracy Nixon is a registered investment advisor at Tekmen Wells LLC, based in New York, NY, with 4 years of industry experience. Tracy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 23 clients with $92M in assets under management.
Compensation
Firm Size
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Assets Under Management
Fee Structure
Tekmen Wells manages investments through a wrap program, charging an annual fee that varies from 0% to 2.00% of the market value of your assets. This fee covers the custodian's asset-based fee, platform fees for Envestnet, and any third-party manager fees. The specific fee depends on factors like account size and complexity. Fees are negotiable. Tekmen Wells does not offer investment management services outside of the wrap program.
Location
250 West 55th Street, 17th Floor, New York, NY, 10019
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Tekmen Wells LLC
State Registrations1 state
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