Sick Advisory Services, LLC

EST. AUM
$100,000,000

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area Miami
CRD Number 329803
Website sickadvisoryservices.com
Client types

Overview

Sick Advisory Services, LLC is an advice-only registered investment advisory firm that provides hourly financial planning and investment consulting services. Founded by Dale Hershman ("The Sick Economist"), the firm specializes in financial independence planning (F.I.R.E.), retirement planning, dividend income strategies, biotech and healthcare investing, and behavioral finance. Unlike traditional wealth managers, the firm does not charge fees based on assets under management and does not maintain custody of client assets.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Sick Advisory Services, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company