Jonathan Hicks
Jonathan Hicks is a registered investment advisor at J. Hagan Capital, INC., based in The Woodlands, TX, with 19 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 876 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual advisory fee is 1.50%. Specific advisory fees are set forth in your Investment Advisory Agreement and may vary based on account size, complexity, and other factors. Fees may be negotiable.
Fee Estimator
Location
9595 Six Pines Drive, The Woodlands, TX, 77380
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2020Other Business ActivitiesSells Insurance
Jonathan sells fixed annuities, dedicating about 10-20% of his time to this activity. He is also involved in financial education, a non-profit, and a capital management LLC, dedicating minimal time to each.
Employment History
Current Registrations
J. Hagan Capital, INC.
Previous Registrations
Madison Avenue Securities, INC.
Madison Avenue Advisors, INC.
Investors Capital Advisory
State Registrations5 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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