David Hicks is a CFP-designated registered investment advisor at Abound Financial, based in Granite Bay, CA, with 6 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 541 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kerux, LLC charges an annual fee based on the value of your investments. The maximum annual fee is 2.05%. This fee is calculated each quarter, in advance, based on the value of your investments on the last business day of the previous quarter. Fees are negotiable.
Location
4180 Douglas Blvd, Suite 200, Granite Bay, CA, 95746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David operates Abound Financial, LLC as a DBA for his LPL business and as a Registered Investment Advisor DBA. He dedicates full-time hours to providing investment advisory services through WCG Wealth Advisors, LLC.
Employment History
Current Registrations
Abound Financial
LPL Financial LLCBroker
Previous Registrations
The Wealth Consulting Group
Fidelity Brokerage Services LLCBroker
State Registrations2 states
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