Assets Under Management

N/A

Number of Clients

Not reported

Number of Advisors

1

Average Client AUM

N/A

AUM per Advisor

N/A

Compensation

N/A

About This Firm

REK Advisors, Inc. refers prospective clients to Oxbow Advisors, LLC, an investment adviser, according to a written solicitation agreement. REK receives a percentage of the investment management fees paid to Oxbow Advisors.

Fee Structure

Financial Planning:Investment management only

REK Advisors receives a referral fee from Oxbow Advisors, LLC, calculated as a percentage of the investment management fees paid by referred clients. REK receives 50% of the investment management fee for the first five years after a client is referred, and 25% for the subsequent five years. Clients pay the same fee schedule as if they had engaged Oxbow Advisors directly. REK does not charge fees for investment advice since none is given.

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Location

5615 Kirby Drive, Suite 630, Houston, TX, 77005-2489

1 Advisors at this firm