Nicholas Wealth Management
Assets Under Management
$413.7M
Number of Clients
619
Number of Advisors
9
Average Client AUM
$668K
AUM per Advisor
$46.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Nicholas Wealth Management offers portfolio management services based on client goals, risk tolerance, and time horizon. They create Investment Policy Statements and utilize proprietary strategies. NWM also provides financial planning services covering investment planning, insurance, tax, retirement, college, and debt/credit planning.
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
Location
218 Roswell St Ne, Suite 200, Marietta, GA, 30060