How does the advisor help clients – Key Takeaways:
Hicks Management & Financial Services, LLC is committed to helping their clients achieve financial success and security through expert financial guidance and strategies. With a team of experienced professionals, they provide personalized solutions to meet the unique needs of each client.
- Acting as a trusted financial expert
- Offering personalized financial solutions
- Helping clients achieve financial success and security
Facts and Insights:
Hicks Management & Financial Services, LLC has been in business for over 10 years, providing expert financial guidance to their clients. They have experience in various financial areas, including investment management and retirement planning. Through their services, they aim to help clients reach their financial goals and build a solid foundation for their future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | Over 10 years |
Financial Services Offered:
Hicks Management & Financial Services, LLC offers a wide range of financial services to help clients achieve their goals and secure their financial future. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types:
Hicks Management & Financial Services, LLC works with a diverse group of clients, including:
- Individuals and families
- Small business owners
- High-net-worth individuals
- Retirees
Fees & Compensation:
Hicks Management & Financial Services, LLC charges clients a fee for their services, determined by the total value of assets under management. This fee structure is designed to align the interests of the advisor with those of the client, as the advisor’s compensation is tied to the success of the client’s investments.
In addition to this fee, clients may also be subject to fees from investment products and platforms recommended by Hicks Management & Financial Services, LLC. These fees are fully disclosed to the client before any investment is made.
Hicks Management & Financial Services, LLC receives no compensation or commissions from third-party institutions or product providers for recommending their services to clients. This ensures the advice given by the firm is unbiased and in the best interest of the client.
Background:
Hicks Management & Financial Services, LLC was founded by John Hicks, a renowned financial advisor with over 20 years of experience in the industry. John and his team of advisors are committed to providing expert financial guidance and solutions to their clients, helping them achieve their financial goals and secure their future.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Hicks Management & Financial Services, LLC is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients at all times. This includes disclosing any potential conflicts of interest and providing transparent and clear information about fees and compensation.
Hicks Management & Financial Services, LLC does not have any disclosures or legal actions against them, demonstrating their commitment to maintaining ethical and professional practices.