Joseph Nicholson
Joseph Nicholson is a registered investment advisor at Nicholson Wealth Management Group, based in Charleston, SC, with 33 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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 205 clients with $320M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $20.0M | 0.75% |
| $20M+ | 0.75% |
Fees negotiable for accounts over $20,000,000. The percentage for the highest range of Managed Asset value achieved applies to all Managed Assets, not just Managed Assets within that range.
Fee Estimator
Location
8 N. Adgers Wharf, Charleston, SC, 29401
Get directionsHistory
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 ActivitiesSells Insurance
Joseph co-owns Legado LLC, a real estate management company, since 2000 and is the President/CEO/CIO of Nicholson Wealth Management Group since 2023, dedicating full-time hours to this RIA. He also works as an agent selling fixed/traditional insurance products through Fixed Insurance and PKS Financial, dedicating about a quarter of his time to each.
Employment History
Current Registrations
Nicholson Wealth Management Group
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
Nationsbanc Capital Markets, INC.Broker
Citizens and Southern Securities CorporationBroker
State Registrations2 states
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.