David Fiest is a registered investment advisor at Hicks Capital Management, LLC, based in Columbus, OH, with 14 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 258 clients with $300M 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 $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.05% |
| $3M+ | 1.05% |
Fees above $3,000,000 are negotiable. At the sole discretion of the Registrant, the Registrant may choose to provide its investment advisory services at a fixed percentage % rate.
Fee Estimator
Location
4200 Regent Street, Suite 200, Columbus, OH, 43219
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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 Activities
David is the owner of an IT consulting business since 2011 and a board member of Lifewise Academy since 2022. Both activities are not investment related and require minimal time.
Employment History
Current Registrations
Hicks Capital Management, LLC
Previous Registrations
UBS Financial Services INC.
Citigroup Global Markets INC.
Morgan Stanley
State Registrations1 state
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