Wickham Financial Group, Inc. offers comprehensive portfolio management and retirement plan consulting services. For individuals and families, the firm builds customized investment portfolios using stocks, bonds, exchange-traded funds, options, and mutual funds, while also offering financial planning and consulting guidance. Portfolios are continuously monitored and rebalanced to match each client's specific goals, time horizons, and risk tolerance. The firm also manages held-away accounts (such as workplace retirement plans) through a third-party platform. Additionally, Wickham Financial Group provides retirement plan consulting services to employer plan sponsors, assisting with investment options, asset allocation models, and participant education. Graham Wickham wholly owns the firm, which operates as a registered investment advisor in Marietta, Georgia.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.55% |
Maximum annual fee is 1.55% of assets under management. Fees are negotiable.