Sikes Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides non-discretionary portfolio management and financial planning services to individual clients, delivering ongoing portfolio monitoring and tailored financial plans. It also offers insurance products through an affiliated insurance business, which is disclosed as a separate source of compensation.
The adviser develops client-specific strategies using fundamental, technical, charting and cyclical analysis, and obtains client approval before executing trades; clients may impose investment restrictions and accounts are reviewed quarterly. The firm may permit borrowing (margin) in client accounts and bills advisory fees based on the account’s net asset value when margin is used.
Noteworthy differences from many peers include a disclosed regulatory enforcement action in 2018 involving deficiencies in client forms and variable annuity disclosures, and the firm’s affiliation with an insurance practice that can generate commission-based compensation. The firm also emphasizes primarily non-discretionary management and offers both limited-term hourly consulting and ongoing monthly financial planning arrangements, features that are less common among independent advisers.
Client services
Expertise
Fee options
Fixed ongoing monthly fee of $50/month per person for financial planning services; initial one-time setup fee of $50 per person.
$0 - $250,000: 2.00% $250,001 - $500,000: 1.80% $500,001 - $750,000: 1.60% $750,001 - $1,000,000: 1.40%
Eric Sikes receives commissions on insurance products sold.
$200 per hour for financial consulting services.
Main office
123 NW 13th Street, Suite 214 01
Boca Raton FL 33432
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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