Investek Company is a financial advisory firm that manages money, analyzes portfolios, and provides financial advice tailored to its clients' needs. The firm offers discretionary managed accounts, retirement accounts, short-term cash management, and tax-free municipal bonds. The principal advisor is Akbar Torbat, who has extensive experience in investment management and has taught at several universities.
Assets Under Management$10M
Clients44
Advisors1
Avg. per Client$230K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...