Kent Hickey is a CFP-designated registered investment advisor at Ubequity Wealth Management, LLC, based in Round Rock, TX, with 25 years of industry experience. Kent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 5 more. Their firm serves 32 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Annual fees are negotiable. If UWM utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. Total fees charged to the client will not exceed 3% of assets under management.
Fee Estimator
Contact
Kent Hickey
Location
Round Rock, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Ubequity Wealth Management, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Journey Financial Advisors, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.