Wick Capital Partners, LLC

Wick Capital Partners, LLC is an independently registered investment adviser established in November 2018. The firm offers personalized asset management services to individuals, families, trusts, charitable organizations, retirement plans, and business entities. Wick Capital Partners focuses on comprehensive financial planning and asset management services tailored to each client's needs. Clients engage in a series of conversations and meetings to establish goals and provide relevant financial information. The firm offers asset management services on a discretionary basis, meaning clients grant Wick Capital Partners the authority to manage their accounts without seeking specific approval for changes. Clients can make deposits or withdrawals at any time. The firm may recommend private placement securities for accredited investors and utilizes a third-party platform, Pontera, for managing held-away assets. Wick Capital Partners charges an annual asset-based fee ranging from 0.20% to 1.00% based on the assets under management. The firm reviews accounts regularly and encourages clients to review financial planning issues annually. Wick Capital Partners does not charge performance-based fees and acts as a fiduciary, prioritizing clients' best interests. Clients are advised on various risks associated with investing, and the firm discloses any conflicts of interest related to brokerage practices and compensation arrangements. Wick Capital Partners does not have any disciplinary items to report and provides detailed information on its financial industry activities and affiliations.