Nicholas Adamson
Nicholas Adamson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Plano, TX, with 26 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
6860 Dallas Pkwy Ste 550, Plano, TX, 75024
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2024Customer Dispute
January 2018Other Business Activities
Nicholas co-owns and manages an Ameriprise business, dedicating a few hours per week. He also co-owns Elevation Management Services and is a board member for Adamson Nicholas, spending a few hours per week on each activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations22 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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