Bryan Hicks is a registered investment advisor at Hilltop Securities INC., based in San Antonio, TX, with 26 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 3,407 clients with $2.5B 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 $250K | 3.00% |
| $250K - $500K | 2.50% |
| $500K - $1000K | 2.25% |
| $1.0M - $4.0M | 2.00% |
| $4M+ | 1.85% |
Rates reflect maximum wrap fee schedules across primary advisory programs (such as Compass UMA and Gateway FSP). Fees are negotiable and vary by program.
Fee Estimator
Location
70 Northeast Loop 410, Suite 750, San Antonio, TX, 78216
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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 →Employment History
Current Registrations
Hilltop Securities INC.
Hilltop Securities INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Countrywide Investment Services, INC.
Countrywide Investment Services, INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
AmeritradeBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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