Mary Hicks is a registered investment advisor at Bright Vision Wealth, based in The Woodlands, TX, with 9 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching. Their firm serves 28 clients with $20M 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 | 0.99% |
| $250K - $500K | 0.89% |
| $500K - $1.0M | 0.79% |
| $1.0M - $2.0M | 0.69% |
| $2.0M - $3.0M | 0.59% |
| $3M+ | 0.49% |
Fee is negotiable based on the size of the account. Client may aggregate accounts to achieve a lower rate. This fee applies when Bright Vision Wealth acts as a co-advisor. When acting as a solicitor, Bright Vision Wealth does not charge a separate fee but receives a portion of the third-party advisor's fee, typically ranging from 0.50% to 1.25%.
Fee Estimator
Location
25211 Grogan'S Mill Rd, Suite 323, The Woodlands, TX, 77380
Get directionsHistory
Regulatory History (2)
Criminal
July 2002Criminal
March 1999Other Business Activities
Mary works as a Marketing Director for The Bond Law Firm, scheduling seminars, luncheons, and other marketing activities. This takes about half of Mary's time and occurs during trading hours.
Employment History
Current Registrations
Bright Vision Wealth
Previous Registrations
Hicks Management & Financial Services, LLC
Rightway Investments, PLLC
Rightway Investments, PLLC
State Registrations1 state
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.