Hicks Capital Management offers investment advisory services on a fee basis, where clients can select individual services separately. The firm also provides financial planning and consulting services, including estate and insurance planning, on a stand-alone basis. Hicks Capital Management may recommend other professionals for implementation purposes, but clients have the discretion to accept or reject these recommendations. The firm also offers retirement consulting services to 401(k) and other retirement plans.
Assets Under Management$300M
Clients258
Advisors4
Avg. per Client$1.2M
Avg. per Advisor$74M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.05% |
| $3M+ | 1.05% |
Fees above $3,000,000 are negotiable. At the sole discretion of the Registrant, the Registrant may choose to provide its investment advisory services at a fixed percentage % rate.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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