Jordan Hicks is a registered investment advisor at Hicks Financial Partners, LLC, based in Southern Pines, NC, with 3 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 114 clients with $35M 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 | 0.50% |
| $500K - $1.0M | 0.40% |
| $1.0M - $2.0M | 0.30% |
| $2M+ | 0.20% |
Annual fees are negotiable and are prorated and paid in arrears on a quarterly basis.
Fee Estimator
Location
225 N. Bennett Street, Suite G, Southern Pines, NC, 28387
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Hicks Financial Partners, LLC
State Registrations4 states
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