Bardette Hicks
Advisor at ELE Advisory Services, Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at ELE Advisory Services, Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Southfield, MI 48075
Credentials
Series 63, Series 65
Industry experience
7 years
Bardette Hicks is a financial advisor with ELE Advisory Services, Inc. based in Southfield, MI, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining ELE Advisory Services in 2021, Hicks worked at Pruco Securities, LLC and has a long tenure at Comerica Bank from 1977 to 2016. Outside of advisory work, Hicks is also a licensed real estate agent with Virtual Real Estate Services, LLC. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm provides portfolio management, financial planning, and monthly retirement seminars, utilizing fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and regular reviews.
Based on ELE Advisory Services, Inc
Fixed financial planning fees starting at $250 (negotiable)
$0 - $100,000,000: Up to 3% annually (determined at engagement) $100,000,001+: Up to 2% annually (determined at engagement)
Representatives may accept commissions from sale of securities and investment products; commissions are not primary income source
Hourly financial planning fees between $150 and $250 per hour (negotiable)
Minimum fee: One-time implementation fee of $365 to open an account (negotiable) Fee-only: Financial planning fees: fixed fees starting at $250 (negotiable), hourly fees between $150 and $250 per hour (negotiable)
18700 W. 10 Mile Road, Suite 100
Southfield, MI 48075
Michigan
ELE Wealth Management, Inc.
2021 - Present (5 years)
ELE Wealth Advisors, Inc.
2021 - Present (5 years)
ELE Advisory Services, Inc.
2021 - Present (5 years)
Virtual Real Estate Services, LLC
2020 - Present (6 years)
Pruco Securities, LLC
2018 - 2021 (3 years)
R1 RCM
2017 - 2017 (1 year)
eXp Realty, LLC
2016 - 2020 (4 years)
Comerica Bank
1977 - 2016 (39 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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