Nickola Whittle is a registered investment advisor at Elliott Cove Capital Management, based in Seattle, WA, with 10 years of industry experience. Nickola operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 670 clients with $350M 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 | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Combined household assets totaling $1,000,000 or more qualify for the 1.00% flat rate on all assets. Fees are negotiable based on account size, complexity, and other factors.
Fee Estimator
Location
Seattle, WA
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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.
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Nickola owns 100% of Pacific Alliance, a bookkeeping and computer assistance corporation, since 1993. She dedicates minimal time to this business, working on weekends and outside of security trading hours.
Employment History
Current Registrations
Elliott Cove Capital Management
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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