William Hickman
William Hickman is a registered investment advisor at Asset Growth Associates Wealth Advisors, based in Beaumont, TX, with 15 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 90 clients with $8.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. AGAWA may direct clients to PVG Asset Management Corporation. In this case, AGAWA's fee is 0.70% and PVG's fee is 0.30%, totaling 1.00%.
Fee Estimator
Location
1391 Calder Avenue, Beaumont, TX, 77701
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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
William is a managing member of Capital Prime Properties LLC and Calder Lillian Building LLC, both real estate ventures, spending minimal time on the former and a few hours per week on the latter. He is also a director of First Plus Financial Group, Inc and Ascend Professional Management Inc, a tax preparer, a licensed insurance agent, and a financial representative for Estate Planning Team.
Employment History
Current Registrations
Asset Growth Associates Wealth Advisors
Previous Registrations
Asset Growth Associates Wealth Advisors
Andina Capital Management, LLC
American Investment Services
Brookstone Capital Management LLC
State Registrations1 state
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