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
30 Vesey St, 9th Floor, New York, NY, 10007
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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
Aaron is an agent at Empire Wealth Strategies, selling and servicing various insurance products, including life, accident, health, disability, long-term care, and annuity accounts, taking nearly full-time hours. Aaron is also the proprietor/owner of Sapphire Wealth Advisory Group, providing investment advisory services, and Sapphire Enterprise Corp, where he is an inventor, dedicating minimal time.