Paul Kiker
Paul Kiker is a registered investment advisor at Kiker Wealth Management, LLC, based in Jasper, GA, with 21 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 901 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kiker Wealth Management's annual investment management fee is a percentage of your portfolio's value, determined individually for each client. The maximum fee is 2% per year. Kiker Wealth Management may impose a minimum portfolio value or a minimum annual fee. Fees are payable quarterly in advance.
Location
788 West Church St., Jasper, GA, 30143
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2014Criminal
June 1996Other Business ActivitiesSells Insurance
Paul is an insurance agent selling term, whole life, and fixed insurance, dedicating minimal time to this activity. He also owns Kiker Ventures (an S corporation for tax purposes) and Kiker Properties (rental properties), spending minimal time on these ventures.
Employment History
Current Registrations
Kiker Wealth Management, LLC
Previous Registrations
LPL Financial Corporation
State Registrations2 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.