Colin Hickey is a registered investment advisor at Cayside Partners, based in Jupiter, FL, with 10 years of industry experience. Colin 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 62 clients with $350M 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% |
The maximum annual advisory fee is 1.50%, depending on the amount of assets under management and the complexity of the Client relationship. Fees may be negotiable at the discretion of the Advisor.
Fee Estimator
Location
364 Cypress Drive, Suite 202, Jupiter, FL, 33469
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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
Colin is involved in several business ventures, including Skinny Waters Holdings (restoration services), Mango Collective LLC (investments in a surf pool project), and Back Nine Marine LLC (recreational watercraft). He also serves as a Managing Member of Cayside Asset Management, LLC, dedicating minimal time to finding investment projects.
Employment History
Current Registrations
Cayside Partners
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Am Global Family Investment Office
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.