EKS Associates provides financial planning and investment advisory services tailored to individual client needs. Financial planning covers assets, liabilities, insurance, savings, investments, and retirement benefits. Investment advisory services aim to construct portfolios that achieve the highest possible returns without exceeding the client's risk tolerance. EKS does not have discretionary authority, meaning clients must approve all recommendations before implementation.
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.