JH

Jennifer Knox Hicks

9 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
30 advisors
Number of Clients
587 clients
Average Client Portfolio
$13.0M average
Assets Under Management
$7.7B

Fee Structure

Minimum Investment:$3M
Financial Planning:Included in AUM fee

LNW charges fees based on a percentage of assets under management or a fixed retainer fee. Annual fees typically range between 0.30% and 0.90% of total assets managed. Fee arrangements, schedules, and account minimums are negotiable. Employees and their families may receive discounted fees. LNW does not receive compensation from the sale of securities. Clients also pay transaction fees, custodial fees, and direct investment manager fees.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningCharitable GivingHigh Net Worth
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Advisor Information

Office location

580 California St., San Francisco, CA, 94104

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Lnw
January 2016 - Present · 10 yrs
State Registrations2 states
CAWA
Advisor
Exams
No exam information available for this advisor.