Sharon Hicklin
Sharon Hicklin is a registered investment advisor at Lifetime Financial, INC., based in San Luis Obispo, CA, with 10 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 263 clients with $63M 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 | 1.00% |
Lifetime Financial utilizes multiple third-party money managers and platforms with varying fee schedules, including Turner Capital Investments (1.00% base management fee plus sub-advisory tiers from 0.50% to 1.00%), Synergy Asset Management (total fees from 1.40% to 1.85%), and a Cash Management Platform at 0.50%.
Fee Estimator
Location
1177 Marsh St., Ste #200, San Luis Obispo, CA, 93401
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2015Other Business Activities
Sharon works as a business consultant, providing project and event management consulting services. She receives a nominal consulting fee on a per project basis, earning less than $10,000 per year.
Employment History
Current Registrations
Lifetime Financial, INC.
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.
Exams
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