Marc Nicolay is a registered investment advisor at Halcyon Wealth Management, LLC, based in Boulder, CO, with 27 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 14 clients with $56M 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 $2.5M | 0.85% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.15% |
| $10M+ | 0.05% |
Fees may be negotiable.
Fee Estimator
Location
3450 Penrose Place, Suite 150, Boulder, CO, 80301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Marc is the president of Nicolay, Norman & Associates, Inc., a certified public accounting firm, since 2014. He provides attest and non-attest services as a licensed CPA, dedicating full-time hours to this role.
Employment History
Current Registrations
Halcyon Wealth Management, LLC
Previous Registrations
Agile Group
Agile Advisors INC.
State Registrations1 state
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