Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
619 clients
Average Client Portfolio
$668K average
Assets Under Management
$413.7M
Fee Structure
Minimum Investment:$500K
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Hourly Rate:$250 - $1,000/hr
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
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
218 Roswell St Ne, Suite 200, Marietta, GA, 30060
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Nicholas Wealth Management
December 2024 - Present · 1 yr 1 mo
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.