PETERSEN AND HICKS

Overview

Petersen And Hicks is organized as a partnership with individual ownership and operates primarily as a fee-for-service advisor offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm bills on an hourly or fixed‑fee basis rather than charging asset‑based advisory fees. It identifies itself as a capital allocator and coordinates access to outside managers rather than positioning as an active ESG investor, pension consultant, multi‑state adviser, or related adviser. The firm’s activities emphasize advisory work and manager selection: in addition to creating plans and managing portfolios, Petersen And Hicks sources and allocates capital to third‑party investment managers on behalf of its clients.

Assets & Accounts

Investments & Alternatives