NK
NK

Neven a Kraguljevic

1 Year of Experience
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.25%
$250K - $500K1.15%
$500K - $1.0M1.05%
$1.0M - $2.0M0.95%
$2.0M - $5.0M0.80%
$5M+0.65%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2007 N. Collins Blvd, Ste 503, Richardson, TX, 75080

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Neven is the owner of Nev K, LLC, a real estate investment holding company, since 2012. This requires minimal time.

Employment History
Current Registrations
Elephant Corner Financial
March 2025 - Present · 11 mos
Guiding Wealth Management, LLC
January 2024 - Present · 2 yrs 1 mo
State Registrations2 states
TXVT
Advisor
Exams
No exam information available for this advisor.