Donald Nicholson
Donald Nicholson is a registered investment advisor at Donald W. Nicholson & Associates LTD, based in Wilmington, DE, with 42 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 172 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Location
1403 Silverside Road, Suite B, Wilmington, DE, 19810-4434
Get directionsHistory
Regulatory History (3)
Regulatory
October 1988Employment Separation After Allegations
September 1987Regulatory
June 1979Other Business ActivitiesSells Insurance
Donald is a registered investment advisor through Nicholson Donald W & Associates LTD. He also engages in insurance sales.
Employment History
Current Registrations
Donald W. Nicholson & Associates LTD
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Mutual Service CorporationBroker
Carey Jamison & CompanyBroker
Manequity, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.