Sikich Financial
Assets Under Management
$920.0M
Number of Clients
1,236
Number of Advisors
21
Average Client AUM
$744K
AUM per Advisor
$43.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sikich Financial offers personalized investment management and financial planning services, referred to as Wealth Management. They also provide retirement plan consulting services. Certain advisors are also licensed with Osaic Wealth, Inc. and may earn commissions. Sikich LLC provides office space and resources to Sikich Financial.
Fee Structure
Sikich Financial offers financial planning services, investment management services, and retirement plan consulting services. Most wealth management clients receive financial planning services in connection with investment management, and a separate fee may not be charged. Certain investment advisor representatives are also licensed as registered representatives with Osaic Wealth, Inc. and may earn commissions.
Areas of Practice
Location
3051 Hollis Drive, 3rd Floor, Springfield, IL, 62704
