Howard Hook is a CFP-designated registered investment advisor at Eks Associates, based in East Hanover, NJ, with 23 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 54 clients with $300M in assets under management.
Compensation
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Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EKS Associates offers investment advisory services to construct portfolios based on your risk tolerance. They review your asset allocation and provide advice, including regular supervisory and management services. Since asset management is only done on a non-discretionary basis, EKS can only execute transactions with your prior approval after providing recommendations. Fees are paid quarterly in advance. The agreement can be terminated by either you or EKS at any time by written notice.
Location
120 Eagle Rock Avenue, Suite 230, East Hanover, NJ, 07936
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Regulatory History (1)
Customer Dispute
December 2013Other Business Activities
Howard is an investment advisor and financial planner at Access Wealth Planning LLC, dedicating about half his time to this role. He also works as a tax preparer at Howard Hook CPA, spending a few hours per week on this activity.
Employment History
Current Registrations
Eks Associates
Access Wealth
Previous Registrations
Dhh Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.