NEK Financial Inc. offers investment services to individuals, families, corporations, and trusts. NEK directly manages client accounts, placing trades and reviewing investments based on market conditions. Client portfolios are tailored to their specific investment objectives, risk tolerance, and income needs. NEK specializes in market-neutral and time-positive options strategies.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
NEK Financial Inc. only charges performance-based fees, which are 15% of the net profit for a given calendar quarter. This fee is only available to qualified clients. If a quarter shows a net loss, no fee will be charged. Quarterly losses accumulate and the performance fee is only charged when the account value surpasses the previous high-water mark value.
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