Robert Snelgrove is a registered investment advisor at Kiker Wealth Management, LLC, based in Jasper, GA. Robert 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 901 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kiker Wealth Management's annual investment management fee is a percentage of your portfolio's value, determined individually for each client. The maximum fee is 2% per year. Kiker Wealth Management may impose a minimum portfolio value or a minimum annual fee. Fees are payable quarterly in advance.
Location
788 W Church Street, Jasper, GA, 30143
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kiker Wealth Management, LLC
State Registrations1 state
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