Hickman Financial offers investment advice to individuals, creating model portfolios based on their risk tolerance. Hickman Financial monitors these portfolios and adjusts allocations as needed. They primarily recommend mutual funds but may use other securities to diversify portfolios. Hickman Financial also offers pension consulting services.
Assets Under Management$2.9M
Clients31
Advisors1
Avg. per Client$94K
Avg. per Advisor$2.9M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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