Wickham Financial Group offers investment management and financial planning to individuals. Wickham also provides retirement plan consulting services to employer plan sponsors. Wickham's services include creating financial plans, managing investments, and providing advice on retirement plan options. Wickham uses various methods of analysis, including charting, cyclical analysis, fundamental analysis, and technical analysis.
Assets Under Management$150M
Clients284
Advisors3
Avg. per Client$510K
Avg. per Advisor$49M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.55% |
Maximum annual fee charged for Comprehensive Portfolio Management service. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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