Alkon Financial Services, LLC

N/A

Alkon Investment Management refers individuals, high net worth individuals, trusts, and estates to unaffiliated money managers for investment management services. Alkon assists clients in establishing advisory relationships with these managers and receives compensation from them for the referrals. Alkon also has affiliations with an insurance agency and a tax/accounting firm.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1 Advisors at this firm

Alkon Financial Services, LLC | TrueAdvisor