Tekmen Wells LLC

Tekmen Wells, LLC is a registered investment adviser established in August 2013, with Hakan Ergulec as the principal, bringing over 19 years of industry experience. The firm specializes in asset management and general consulting services on a fee basis. Asset management services are provided on a discretionary basis, where client accounts are monitored to ensure they meet asset allocation requirements. Clients may place restrictions on investments, and changes are made as needed. The firm offers a Wrap Program, covering certain costs like transaction fees and platform fees. Fees for asset management services range from 0% to 2.00% per annum, with financial planning fees varying based on hourly rates or fixed fees. Fees are debited directly from client accounts, with adjustments for withdrawals or contributions. Tekmen Wells does not charge performance-based fees and does not have a minimum account requirement. The firm emphasizes a long-term view, values client relationships, and aims to recommend risk-adjusted investments aligned with client objectives. Clients receive statements and confirmations directly from the custodian, Pershing Advisor Solutions, LLC. Tekmen Wells does not have any disciplinary information to report and does not compensate non-advisory personnel for client referrals. The firm's Code of Ethics emphasizes fiduciary duty and trading guidelines. Clients may contact portfolio managers at any time, and all accounts are reviewed annually. Pershing provides non-cash benefits to Tekmen Wells, which are considered in determining the best custodian for clients. Financial information is not pre-paid more than six months in advance, and there are no financial circumstances impairing the firm's ability to meet obligations to clients.