Hickory Wealth Management, LLC

Hickory Wealth Management, LLC, located in Springfield, Missouri, is a registered investment adviser offering personalized financial services to a diverse clientele, including individuals, high net worth individuals, trusts, estates, charitable organizations, and various business entities. Established in an undisclosed year, the firm acts as a fiduciary, always prioritizing clients' best interests. Their wrap fee program allows clients to pay a single fee for investment advisory services, with transaction fees absorbed by the firm to limit trading activities in client accounts. The firm's wrap asset management service tailors portfolios to meet specific investment goals, continuously monitoring and rebalancing as needed. Utilizing third-party money managers, Hickory Wealth Management ensures proper licensing and ongoing reviews to maintain client satisfaction. Fees for wrap asset management services are capped at 1.00% annually, billed quarterly based on account value. The firm's investment strategies include fundamental analysis and asset allocation, aiming to balance risk and reward based on client objectives and risk tolerance. Hickory Wealth Management does not charge performance-based fees and does not accept proxy authority to vote client securities. The firm's Code of Ethics emphasizes ethical standards and fair client treatment, with a commitment to full disclosure and client-centric practices.