HN
HN
Henry Nicholson
25 Years of Experience
Boulder, CO
1 Disclosure
Henry Nicholson is a registered investment advisor at Silverpeak Wealth Advisors, based in Boulder, CO, with 25 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 133 clients with $180M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
133 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$177.4M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Offices at the Highland City Club, 885 Arapahoe Ave, Boulder, CO, 80302
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2021Settled
Employment History
Current Registrations
Silverpeak Wealth Advisors
May 2014 - Present · 12 yrs
Previous Registrations
Colorado Capital Management
November 2000 - May 2014 · 13 yrs 6 mos
State Registrations2 states
COTX
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.