Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $20.0M | 0.60% |
| $20M+ | 0.40% |
Fees are negotiable and may be higher or lower based on the nature of the account.
Fee Estimator
Wick Capital Partners charges an annual fee based on a percentage of assets under management, typically ranging from 0.20% to 1.00%. Fees are negotiable based on factors like account size and complexity. Financial planning as a separate service is offered on a fixed fee or hourly basis, with hourly rates not exceeding $500. Investment advisory fees are debited directly from client accounts quarterly, in advance.
Areas of Practice
Advisor Information
Office location
1041 Old Cassatt Road, Berwyn, PA, 19312
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is a financial advisor at Perspective Financial Group, offering fee-based investment management, financial planning services, life insurance, and annuities. This activity takes David full-time.