Welcome to HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC
HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC is a leading financial advisory firm with a team of knowledgeable experts who specialize in providing personalized financial services to clients. With a substantial amount of experience in the finance industry, HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC has established itself as a trusted and reputable partner in helping clients reach their financial goals.
How does the advisor help clients – Key Takeaways:
HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC helps clients by providing a wide range of financial services, including investment management, retirement planning, tax planning, and risk management. The team at HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC takes a holistic approach to financial planning, taking into consideration each client’s unique needs and goals. They also stay up-to-date on the latest industry trends and market changes to ensure their advice is current and relevant.
Facts and Insights
HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC has been in business for over 15 years and has grown to become a respected player in the financial advisory industry. With a team of certified financial advisors and experts, they have the knowledge and expertise to help clients navigate the complex world of finance and reach their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 8 |
| Time in Business | 15 years |
Financial Services Offered
HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC offers a comprehensive range of financial services, including:
- Investment management
- Retirement planning
- Tax planning
- Risk management
- Estate planning
Client Types
HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC caters to a diverse range of clients, including high net worth individuals, families, and small businesses. They understand that each client has unique financial needs and they tailor their services accordingly.
Fees & Compensation
HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC is a fee-based advisor, meaning they charge a fee based on a percentage of the assets they manage for a client. This fee structure aligns the advisor’s interests with their clients, as their compensation is directly tied to the performance of their client’s investments.
Background
The team at HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC has a diverse background in finance, with each member bringing their own unique expertise to the table. They are all committed to providing exceptional service and always put their clients’ best interests first.
Financial Advisor Disclosures to Know
As a reputable financial advisor, HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC believes in transparency and believes that clients should be fully informed of any potential conflicts of interest. They always strive to provide unbiased advice and have no disclosures to report.