Nicole Avery-Young
Nicole Avery-Young is a registered investment advisor at Benjamin F. Edwards Wealth Management, LLC, based in Springfield, MO, with 24 years of industry experience. Nicole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,817 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EWM offers discretionary investment management services through wrap fee or unbundled accounts. Fees are negotiable and customized based on the services provided. The advisor determines the fee for each client, and fees vary based on factors like the cost of business and the advisor's experience. Clients pay quarterly based on the average daily value of the account. Fees are negotiable.
Location
1411 East Primrose, Suite A, Springfield, MO, 65804
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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.
Learn about disclosures →Employment History
Current Registrations
Benjamin F. Edwards Wealth Management, LLC
Benjamin F. Edwards & Company, INC.Broker
Benjamin F. Edwards & Company, Incorporated
Benjamin F. Edwards & Company, INC.
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Benjamin F. Edwards & Company, INC.Broker
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
Linsco/private Ledger CORP.Broker
Salomon Smith Barney INC.Broker
State Registrations25 states
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