Petersen and Hicks offers investment advice and financial planning to help clients meet their financial goals. They gather information about clients' financial situations, goals, and risk tolerance to create a financial plan. The firm provides investment recommendations, portfolio reviews, and assistance with trade execution. They may also refer clients to third-party investment advisors.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Petersen and Hicks does not charge a percentage of your portfolio for investment advice. Instead, they charge a flat fee for their Investment Portfolio Advisory Services, which will not typically exceed $10,000. The specific fee will be detailed in your advisory agreement and is negotiable.
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