Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Fees are based on a percentage of assets under management, as shown in the table. There is an additional 0.30% fee for NWM strategies. These fees are negotiable. Financial planning fees are either flat or hourly, with hourly fees ranging from $250 to $1,000. The firm requires a minimum account size of $500,000, but this may be waived at NWM's discretion.
Areas of Practice
Advisor Information
Office location
218 Roswell St Ne, Suite 200, Marietta, GA, 30060
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Graham is a licensed insurance agent and financial advisor at Nicholas & Company since 2022, advising clients on investments using insurance products and long-term care solutions. This takes a few hours per week, including time during securities trading hours.