BB
BB

Britian Bickley

10 Years of Experience
Macon, GA

Britian Bickley is a registered investment advisor at Bickley Investments, LLC, based in Macon, GA, with 10 years of industry experience. Britian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1 clients with $140K in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$144K average
Assets Under Management
$144K

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.25%

Fees are negotiable. Discounts are generally offered to family members.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

305 Carrick Way, Macon, GA, 31210

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Bickley Investments, LLC
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Bg Bickley Investments LLC
October 2009 - December 2010 · 1 yr 2 mos
Tarpon Capital Management, INC
November 2004 - December 2008 · 4 yrs 1 mo
Tarpon Capital Management, INC
November 2004 - December 2010 · 6 yrs 1 mo
Citigroup Global Markets INC.
November 2003 - November 2004 · 1 yr
Charles Schwab & CO., INC.
May 2003 - August 2003 · 3 mos
State Registrations1 state
GA
Advisor

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
No exam information available for this advisor.