Kiker Wealth Management offers financial planning and investment management services. At the start of a client relationship, Kiker Wealth Management discusses your investment experience, financial situation, and goals. You can hire Kiker Wealth Management to prepare a financial plan. Kiker Wealth Management also manages investment portfolios on an ongoing basis. Kiker Wealth Management manages investment portfolios on a discretionary basis.
Assets Under Management$400M
Clients901
Advisors4
Avg. per Client$440K
Avg. per Advisor$99M
Fee Structure
Planning is included in investment management (also available separately)
Kiker Wealth Management's annual investment management fee is a percentage of your portfolio's value, determined individually for each client. The maximum fee is 2% per year. Kiker Wealth Management may impose a minimum portfolio value or a minimum annual fee. Fees are payable quarterly in advance.
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