Hickory Wealth Management offers investment advisory services, including wrap asset management. As a fiduciary, Hickory Wealth Management aims to act in the client's best interest by understanding their financial goals, risk tolerance, and time horizon. The firm manages investments on a discretionary basis.
Assets Under Management$110M
Clients192
Advisors2
Avg. per Client$560K
Avg. per Advisor$54M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The maximum annual flat fee charged for wrap asset management services will not exceed 1.00%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...