Hicks Financial Partners (HFP) manages investment portfolios based on clients' individual needs and goals. HFP also offers project-based financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. HFP provides ongoing financial planning for a fixed quarterly fee, including plan development, implementation, monitoring, and annual reviews. Tax preparation services are also available to financial planning and investment management clients.
Assets Under Management$35M
Clients114
Advisors2
Avg. per Client$310K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $1.0M | 0.40% |
| $1.0M - $2.0M | 0.30% |
| $2M+ | 0.20% |
Annual fees are negotiable and are prorated and paid in arrears on a quarterly basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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