Wick Capital Partners, LLC
Assets Under Management
$565.3M
Number of Clients
238
Number of Advisors
11
Average Client AUM
$2.4M
AUM per Advisor
$51.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Wick Capital Partners offers comprehensive financial planning and asset management services tailored to individual client needs. They gather client information, develop financial plans including investment portfolios, estate planning, tax planning, retirement planning, and cash flow analysis, and manage assets on a discretionary basis. They may recommend private placements to accredited investors.
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
Location
150 N. Radnor Chester Road, Suite A225, Wayne, PA, 19087