Hickok Advisory provides investment management services on a discretionary or non-discretionary basis, tailoring strategies to client goals and risk tolerance. The firm also offers financial planning services, including full financial plans, consultation services, and ongoing financial planning. These plans cover various aspects of financial life, such as goal setting, net worth assessment, cash flow analysis, retirement strategy, risk management, tax reduction, and estate preservation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2M+ | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).