Hyacinth Sikes is a registered investment advisor at Sb Advisory, LLC, based in Miami Lakes, FL, with 12 years of industry experience. Hyacinth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,574 clients with $400M 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 $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable. For Advisor Choice Program/AssetMark Programs/Brinker Capital, clients will be charged the money manager's fee schedule plus an additional negotiable fee of up to 1.25% to SB Advisory. Total fees do not exceed 2.50% of assets under management. For Flexible Plan Investments, the total advisory fee will not exceed 1.5% annually.
Fee Estimator
Location
5793A NW 151 Street, Miami Lakes, FL, 33014
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Regulatory History (1)
Customer Dispute
October 2023Other Business ActivitiesSells Insurance
Hyacinth is Co-CEO, Investment Adviser & Financial Planner at The Henderson Financial Group and Managing Director and licensed agent at Henderson Insurance Group, a life, health, and annuity insurance brokerage. She also has several other business activities including personal holding companies, real estate, a publishing/consulting/coaching company, public speaking, authoring, a wellness company, and is a trustee for a family foundation and business trust.
Employment History
Current Registrations
Sb Advisory, LLC
San Blas Advisory, INC.
Previous Registrations
San Blas Securities LLCBroker
Essex Securities LLCBroker
Sb Advisory, LLC
Ifs SecuritiesBroker
State Registrations5 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.