Hicks Management & Financial Services, LLC offers financial planning services, including a Portfolio MRI to analyze current investments. Hicks Management also recommends third-party investment advisors based on a client's individual needs and goals. The firm monitors the client's accounts with the third-party advisor and acts as the client's primary financial advisor.
Assets Under Management$240K
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.99% |
| $250K - $500K | 0.89% |
| $500K - $1.0M | 0.79% |
| $1.0M - $2.0M | 0.69% |
| $2.0M - $3.0M | 0.59% |
| $3M+ | 0.49% |
Fee is negotiable based on the size of the account. Clients may aggregate accounts to achieve a lower rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.