Sikes Financial Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,462,473
Total clients
25
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
25
Average account size
$178,499
About
The firm provides non-discretionary portfolio management and financial planning services to individual clients, delivering ongoing portfolio monitoring and tailored financial plans. It also offers insurance products through an affiliated insurance business, which is disclosed as a separate source of compensation.
The adviser develops client-specific strategies using fundamental, technical, charting and cyclical analysis, and obtains client approval before executing trades; clients may impose investment restrictions and accounts are reviewed quarterly. The firm may permit borrowing (margin) in client accounts and bills advisory fees based on the account’s net asset value when margin is used.
Noteworthy differences from many peers include a disclosed regulatory enforcement action in 2018 involving deficiencies in client forms and variable annuity disclosures, and the firm’s affiliation with an insurance practice that can generate commission-based compensation. The firm also emphasizes primarily non-discretionary management and offers both limited-term hourly consulting and ongoing monthly financial planning arrangements, features that are less common among independent advisers.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
General retirement planning
Retirement income strategy
Income planning
Cash flow / budgeting
Fee options
Fixed ongoing monthly fee of $50/month per person for financial planning services; initial one-time setup fee of $50 per person.
$0 - $250,000: 2.00% $250,001 - $500,000: 1.80% $500,001 - $750,000: 1.60% $750,001 - $1,000,000: 1.40%
Eric Sikes receives commissions on insurance products sold.
$200 per hour for financial consulting services.
Main office location
Sikes Financial Services, LLC
123 Nw 13 Th Street, Suite 214 01
Boca Raton FL 33432, United States
Number of offices
1
Most active in
Sikes Financial Services, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
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Website
(561) 529-9191
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