A complete list of active advisors currently associated with Pickwick Wealth Management
Warmer can help you find a great advisor at Pickwick Wealth Management or one who fits your needs even better.
Pickwick Wealth Management is a small, state-registered advisory firm that offers discretionary asset management and financial planning and consulting to individual clients, including high-net-worth individuals. The firm reports approximately $11.4 million in discretionary assets under management across about 20 client accounts and provides ongoing portfolio management directly as well as through Orion Portfolio Solutions and co-advisor relationships. The firm’s investment process is client-tailored, using fundamental analysis to build asset allocations and model selections that reflect each client’s goals, time horizon, and risk tolerance, and it generally exercises discretionary trading authority with quarterly account reviews. Pickwick also delivers full financial plans and limited-topic consulting engagements, and allows clients to impose written investment restrictions that the advisor will honor. Notable features disclosed in the brochure include an affiliated insurance business: the firm’s principal operates as an independent insurance agent and spends a substantial portion of time on those activities, receiving typical insurance compensation and disclosing the attendant conflicts. Pickwick also shares fees with a co-advisor and participates in an incentive arrangement with that co-advisor, arrangements the firm discloses and says it mitigates through disclosures, procedures, and its fiduciary obligations.
To learn more about the advisors currently working at Pickwick Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Deerfield, IL
| 8
|
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