EKS Associates is a registered investment advisor founded in 2013 and based in Princeton, New Jersey. The firm offers comprehensive financial planning and investment management services tailored to each client's individual needs and goals. EKS Associates takes a long-term approach to financial planning, evaluating cash needs, insurance coverage, and retirement benefits before building customized portfolios primarily using mutual funds and exchange-traded funds. The firm operates on a non-discretionary basis, meaning all investment recommendations and trades require prior approval from the client. EKS Associates specializes in serving individuals, high-net-worth individuals, trusts, estates, and retirement plans, with no minimum portfolio size required to open an account.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.