BH
BH

Bardette Hicks

6 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,156 clients
Average Client Portfolio
$109K average
Assets Under Management
$125.5M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

18700 W. 10 Mile Road, Suite 100, Southfield, MI, 48075

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Bardette owns rental property and is a real estate agent, each taking minimal time. Bardette is also an Investment Advisor Representative and an Insurance Agent, dedicating nearly full-time and about 10-20% of their time, respectively.

Employment History
Current Registrations
Ele Advisory Services, INC
January 2021 - Present · 5 yrs 1 mo
Ele Wealth Solutions, INC.Broker
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Prudential Financial Planning Services
August 2019 - January 2021 · 1 yr 5 mos
Pruco Securities, LLC.Broker
January 2019 - January 2021 · 2 yrs
State Registrations1 state
MI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bardette Hicks - Financial Advisor | TrueAdvisor