Justin Nichols
Justin Nichols is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Houston - Memorial City, TX, with 28 years of industry experience. Justin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 241,359 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.
Location
945 Bunker Hill Rd, Suite 300, Houston - Memorial City, TX, 77024
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2017Customer Dispute
August 2011Customer Dispute
July 2009Other Business Activities
Justin is a member and organizer of JWN-CRN Interests LLC, a holding company for restaurant investments, and co-owns Justin Nichols & Courtenay Nichols LLC, which buys and sells houses to rehab. He also is a passive investor in Buckley Performance and broadcasts sporting events for NFHS Network, dedicating minimal time to these activities.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Hibernia Investments, L.L.C.Broker
State Registrations26 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
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