Bickley Investments offers financial planning and investment management services to individuals. The firm creates a financial plan through client interviews, document review, and discussions to understand the client's financial situation, goals, and preferences. After financial planning, Bickley Investments manages the client's investments with discretionary authority, adhering to the agreed-upon Investment Policy Statement. The firm uses a passive investment philosophy, recommending low-fee, market-tracking index ETFs and mutual funds.
Assets Under Management$140K
Clients1
Advisors1
Avg. per Client$140K
Avg. per Advisor$140K
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fees are negotiable. Discounts are generally offered to family members.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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