Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HTK charges up to 1.5% of the client's account value for advisory services with TPAMs, not including manager fees. Financial planning and consulting fees are negotiable. Retirement plan consulting services are charged based on a percentage of assets (up to 1%), hourly (up to $500/hour), or a flat rate. Clients may pay fees to AdvicePay, an unaffiliated service provider. HTK may receive fees from TPAMs for conferences, events, and marketing support.
Areas of Practice
Advisor Information
Office location
1 Huntington Quadrangle, Suite 4S01, Melville, NY, 11747
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ankur is an officer/member/agent at Ankur Manchanda, LLC, an insurance brokerage, dedicating a few hours per week to insurance sales and service. He is also a partner at Q6 Group, LLC, providing financial services (insurance and investment planning) on a full-time basis.