Scott Nicholson
Scott Nicholson is a registered investment advisor at Advize Wealth Management, based in Rochester, MI, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 116 clients with $69M 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 $250K | 1.20% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.90% |
Maximum wealth management fee is 1.5%. Grandfathered fee schedule shown includes tiered rates up to $2M, and accounts over $2M are charged a flat annual fee of $18,000. Fees are negotiable.
Fee Estimator
Location
429 S. Main Street, Rochester, MI, 48307
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Regulatory History
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 →Other Business Activities
Scott owns rental property in Belding, MI, acquired in 2023, and spends minimal time on it. He is also an advisor at Blue Water Asset Management and a mergers & acquisition advisor at Calder Capital, LLC, spending about half his time on the latter.
Employment History
Current Registrations
Advize Wealth Management
Previous Registrations
Blue Water Asset Management
Invest Financial Corporation
Invest Financial CorporationBroker
Nml Equity Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
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.
Exams
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