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Christopher Nichols
21 Years of Experience
Mashpee, MA
May Earn Commission
Christopher Nichols is a registered investment advisor at Nichols Investment Advisory Services, based in Mashpee, MA, with 21 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 100 clients with $25M in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
100 clients
Average Client Portfolio
$250K average
Assets Under Management
$25.0M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Nine Steeple Street, P.O. Box 1587, Mashpee, MA, 02649
Get directionsHistory
Regulatory 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
Nichols Investment Advisory Services
August 2004 - Present · 21 yrs 9 mos
State Registrations1 state
MA
Advisor
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.
Exams
No exam information available for this advisor.