Courtney Hicks is a registered investment advisor at Etf Portfolio Partners, INC., based in Leawood, KS. Courtney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 443 clients with $430M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable for special circumstances.
Fee Estimator
Location
4831 W. 136th Street, Suite 300, Leawood, KS, 66224-5922
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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
Courtney works as a Technical Assistant for Marsec Training Inc., providing online Maritime Security certifications. This data entry role takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Etf Portfolio Partners, INC.
State Registrations7 states
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.