REK Advisors, led by Roger E. King, operates as a client referral firm rather than a direct investment advisory business. Instead of managing portfolios or providing direct financial planning and investment advice, REK Advisors has a formal agreement with an external firm, Oxbow Advisors, to refer prospective clients. REK Advisors earns a portion of the investment management fees paid by clients who choose to work with the referred advisor. Clients referred through this arrangement pay the same fee schedule as they would if they contacted the external advisor directly. REK Advisors does not maintain client assets, provide ongoing wealth management, or offer financial planning services.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.