How does the advisor help clients – Key Takeaways:
PETERSEN AND HICKS is a highly reputable financial advisory firm that has been providing top-notch financial services to individuals, families, and businesses for over 20 years. The firm is a trusted partner for clients seeking expert financial advice, guidance, and planning for their wealth management needs. PETERSEN AND HICKS boasts a team of experienced financial advisors who work diligently to help clients achieve their financial goals and secure their financial future.
Facts and Insights:
As of 2021, PETERSEN AND HICKS has over $500 million in assets under management, with a team of 10 dedicated and knowledgeable financial advisors. The firm has been in business since 1999 and has built a solid reputation for providing excellent financial services and advice to its clients.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 22 years |
Financial Services Offered:
PETERSEN AND HICKS offers a wide range of financial services to cater to the diverse needs of its clients. These include but are not limited to:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types:
PETERSEN AND HICKS caters to a diverse range of clients, including high-net-worth individuals, families, and businesses. The firm has the expertise and resources to serve clients from all walks of life and provide tailored financial solutions for their unique needs and goals.
Fees & Compensation:
PETERSEN AND HICKS works on a fee-only basis, meaning they are compensated solely by the fees paid by their clients for the financial services provided. This ensures that the firm’s interests are aligned with that of its clients, and there are no conflicts of interest when it comes to managing their clients’ assets.
Background:
PETERSEN AND HICKS was founded in 1999 by John Petersen and Sam Hicks, two highly experienced and knowledgeable financial advisors with a shared passion for helping others achieve financial success. The firm has grown steadily over the years, expanding its team and services to better serve its clients and stay up-to-date with the ever-changing financial landscape.
Financial Advisor Disclosures to Know:
PETERSEN AND HICKS prides itself on maintaining a high level of transparency and ethical standards in all its dealings. The firm’s financial advisors have a fiduciary duty to act in the best interests of their clients and disclose any potential conflicts of interest or fees associated with the services provided. Clients can rest assured that their financial well-being is the top priority for PETERSEN AND HICKS.