Nicholas Simque
Nicholas Simque is a registered investment advisor at Primerica Advisors, based in Gillette, WY, with 28 years of industry experience. Nicholas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 67,816 clients with $16B 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 | 1.74% |
| $250K - $500K | 1.71% |
| $500K - $1.0M | 1.52% |
| $1.0M - $3.0M | 1.38% |
| $3.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.
Fee Estimator
Location
1901 Energy Ct, Ste 309, Gillette, WY, 82718
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2009Other Business Activities
Nicholas sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for loan products and referrals. Nicholas also owns rental property, dedicating minimal time to it.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.Broker
State Registrations14 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.
Exams
More Advisors
- Amber BakerPrimerica Advisors
- Scott Barstad, CFPLPL Financial LLC
- Katrin Wagner, ChFCEdward Jones
- Charles Butzine, ChFCState Farm Investment Management CORP.
- Ashley Borgialli, CFPEdward Jones
- Nita Rieniets, CFPLPL Financial LLC