Hicok Financial Solutions (HFS) offers investment and financial planning services to individuals, high net worth individuals, trusts, estates, pension and profit-sharing plans, foundations, endowments, charitable organizations, and corporations. HFS manages investment portfolios and provides financial planning advice, acting as a fiduciary to its clients. HFS also offers retirement plan consulting for businesses.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable. HFS may manage accounts held away at other custodians through Pontera, charging 0.75% annually for those accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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