Hayden Hicks
Hayden Hicks is a registered investment advisor at Uwharrie Investment Advisors, INC., based in Albemarle, NC, with 2 years of industry experience. Hayden 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 809 clients with $280M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $9.0M | 0.75% |
| $9M+ | 0.50% |
Fee schedule is used as a guideline only and is subject to negotiation.
Fee Estimator
Location
132 North First Street, Albemarle, NC, 28001
Get directionsHistory
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 →Other Business Activities
Hayden works full-time as a Registered Investment Advisor (RIA) at Uwharrie Investment Advisors. He also serves as an elected member of the Town of Denton Board of Commissioners, dedicating a few hours per week to this role.
Employment History
Current Registrations
Uwharrie Investment Advisors, INC.
Private Client Services, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations2 states
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