Joseph Nix is a registered investment advisor at Nix Wealth Management, based in Sacramento, CA, with 43 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 115 clients with $82M 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 $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fee rates are not negotiable unless otherwise specified in the Client Fee Agreement. Investment portfolios of $1 million or more will have the portfolio management fees reduced by the amount of brokerage transaction charges in the prior fee billing period. There is also an origination fee (not to exceed $500) of 0.50%.
Fee Estimator
Location
1545 River Park Dr Ste 203, Sacramento, CA, 95815-4614
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1989Employment History
Current Registrations
Nix Wealth Management
Previous Registrations
Securities Service Network, INC.Broker
Securities America, INC.Broker
Keogler, Morgan & Company, INC.Broker
Integrated Resources Equity CorporationBroker
Financial Planners Equity CorporationBroker
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.