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Nicole Horsch

24 Years of Experience
Farmington, MI
1 Disclosure

Nicole Horsch is a registered investment advisor at Advisory Services Network, based in Farmington, MI, 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 12,919 clients with $11B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
251 advisors
Number of Clients
12,919 clients
Average Client Portfolio
$820K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $2.0M1.75%
$2.0M - $5.0M1.50%
$5M+1.25%

All fees are negotiable at the firm's discretion. The firm also offers a floating flat rate schedule using the same percentage breakpoints applied to total account assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

33212 Grand River Ave., Farmington, MI, 48336

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2008
Settled
Other Business Activities

Nicole is an independent contractor for Pure Haven, an organic body care company, since 2019. She dedicates minimal time to this activity, which is not investment-related.

Employment History
Current Registrations
Advisory Services Network
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Morgan Stanley
March 2014 - August 2022 · 8 yrs 5 mos
Morgan StanleyBroker
March 2014 - August 2022 · 8 yrs 5 mos
J.P. Morgan Securities LLCBroker
October 2008 - April 2014 · 5 yrs 6 mos
J.P. Morgan Securities LLC
October 2008 - May 2012 · 3 yrs 7 mos
J. P. Morgan Securities INC.
September 2006 - October 2008 · 2 yrs 1 mo
J.P. Morgan Securities INC.Broker
July 2006 - October 2008 · 2 yrs 3 mos
Jpmorgan Securities INC
May 2002 - September 2006 · 4 yrs 4 mos
Banc One Securities CorporationBroker
January 2002 - July 2006 · 4 yrs 6 mos
Beacon Investment CompanyBroker
July 2001 - September 2001 · 2 mos
State Registrations1 state
MI
Advisor

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
No exam information available for this advisor.
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Nicole Horsch - Financial Advisor | TrueAdvisor