Hicks & Associates offers investment management services, primarily on a discretionary basis, to individuals and high-net-worth individuals. They manage separate accounts that may invest in stocks, bonds, mutual funds, and ETFs. Hicks & Associates also provides non-discretionary investment advisory and financial planning consulting services when requested. The firm tailors its services to each client's individual needs and financial goals.
Fee Structure
Hicks & Associates manages investment accounts for a fee based on a percentage of the value of your portfolio. The annual fee ranges from 0.30% to 2.00%. The fee is calculated on the last trading day of the previous month and billed monthly in advance. Fees may be negotiable in certain circumstances, including larger accounts.