Hickory Financial Group, LLC is a registered investment advisor offering portfolio management services. They primarily use equity-oriented portfolios with ETFs and individual stocks. They gather client financial information to determine investment goals and risk tolerance. They offer both discretionary and, in limited cases, non-discretionary portfolio management services. The firm requires a minimum account size of $50,000.
Assets Under Management$11M
Clients71
Advisors1
Avg. per Client$150K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.3M | 1.50% |
| $1.3M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Advisory fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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