Tekmen Wells offers asset management, typically on a discretionary basis, through a wrap program sponsored by Envestnet. They also provide financial planning and consulting services, covering topics like business, estate planning, and alternative assets. Tekmen Wells may recommend other professionals for implementation, but clients have the final decision. The firm manages assets for individuals, trusts, foundations, endowments, and corporations.
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.