Donald Nicholson
Donald Nicholson is a CFP-designated registered investment advisor at Donald W. Nicholson & Associates LTD, based in Wilmington, DE, with 29 years of industry experience. Donald 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 172 clients with $170M 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 | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Location
1403 Silverside Road, Suite B, Wilmington, DE, 19810-4434
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
Donald spends nearly all of his time on investment advisory services and insurance sales through Donald W Nicholson & Association LTD. The business is based in Wilmington, Delaware.
Employment History
Current Registrations
Donald W. Nicholson & Associates LTD
State Registrations3 states
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