Anthony Nicolich
Anthony Nicolich is a registered investment advisor at Veritas Wealth Advisors, LLC, based in Baton Rouge, LA, with 26 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 23 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Veritas Wealth Advisors charges an annual investment management fee based on a percentage of the value of the assets managed. The fees vary depending on the amount of assets under management and the investment program selected. For clients using both investment management and financial planning services, the minimum annual fee is $10,000. Fees may be negotiable.
Location
17609 W. Lakeway Dr., Baton Rouge, LA, 70810
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2014Other Business ActivitiesSells Insurance
Anthony is an independent insurance agent for various independent insurance companies. He also has a passive family interest in Harris Properties, a real estate business, requiring minimal time.
Employment History
Current Registrations
Veritas Wealth Advisors, LLC
Previous Registrations
NFP Securities, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
Merrill Lynch Pierce Fenner & Smith INC.
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.