Gary Hicklin is a registered investment advisor at Lifetime Financial, INC., based in Newport Beach, CA, with 10 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 320 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lifetime Financial directs clients to third-party money managers, and LFI is compensated via a fee share from those managers. The fees shared are negotiable.
For clients directed to Synergy Asset Management LLC, the total annual fee is:
- $0 - $1,000,000: 1.85% (LFI's fee is 1.25%, Synergy's fee is 0.60%)
- $1,000,001 - $3,000,000: 1.50% (LFI's fee is 1.00%, Synergy's fee is 0.50%)
- $3,000,001 and up: 1.40% (LFI's fee is 1.00%, Synergy's fee is 0.40%)
Clients also pay a $30 annual technology fee per open account, billed quarterly.
For clients directed to Turner Capital Investments, LLC, the minimum requirement is $100,000. The annual fee is 1.00% for all assets. Turner also charges a subadvisory fee:
- $0 - $2,500,000: 1.00% annually
- $2,500,001 - $5,000,000: 0.75% annually
- Amounts over $5,000,001: 0.50% annually
For 3(38) Investment Manager services, the annual fee is:
- Less than $1,000,000: 1.25%
- $1,000,000 - $2,999,999: 1.00%
- $3,000,000 - $7,499,999: 0.75%
- $7,500,000 +: 0.65%
For the Cash Management Platform, the annual fee is 0.50% of all assets. This fee is negotiable.
Location
260 Newport Center Dr Ste 100, Newport Beach, CA, 92660
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Regulatory 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
Gary is an independent life insurance and annuity sales agent since 2010, dedicating about a quarter of his time to this activity. He also works full-time as a Supervisor in Information Technology for the County of San Luis Obispo California since 2001.
Employment History
Current Registrations
Lifetime Financial, INC.
Previous Registrations
Horter Investment Management, LLC
State Registrations1 state
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