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Nicholas Whitcraft

22 Years of Experience
Jacksonville, FL

Nicholas Whitcraft is a registered investment advisor at Nrw Asset Management, INC., based in Jacksonville, FL, with 22 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $6.3M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
9 clients
Average Client Portfolio
$701K average
Assets Under Management
$6.3M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.90%
$1M+0.80%

Fees may be negotiable within each tier.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Jacksonville, FL

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History

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.

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Employment History
Current Registrations
Nrw Asset Management, INC.
July 2007 - Present · 18 yrs 10 mos
Previous Registrations
Nrw Asset Management, INC.
July 2007 - December 2010 · 3 yrs 5 mos
Riverplace Capital Management INC
August 2003 - February 2008 · 4 yrs 6 mos
State Registrations1 state
FL
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.