Henry A. Vickers, Jr., Registered Financial Advisor, advises and assists professionals, business owners, and employees with their personal financial concerns. Services include identifying financial goals, assessing personal information to detect problems, and making recommendations. The firm collaborates with professionals in legal, accounting, appraisal, insurance, and investment fields. They quote implementation costs upfront. Services include estate, retirement, and insurance planning, structured settlements, and valuations. Reviews are provided monthly, quarterly, or annually.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
In addition to the 0.35% investment management fee, an advisor fee of 0.25% to 1.50% annually is also assessed.