Nicholas Holmes
Nicholas Holmes is a registered investment advisor at Objectivity Squared Wealth Management, based in Charleston, SC, with 25 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 181 clients with $490M 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 $10.0M | 1.00% |
| $10.0M - $15.0M | 0.90% |
| $15M+ | 0.80% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
701 East Bay Street, Suite 403, Charleston, SC, 29403
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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 →Other Business ActivitiesSells Insurance
Nicholas is involved with Objectivity Squared Insurance Solutions LLC, focusing on fixed insurance sales. This activity takes minimal time.
Employment History
Current Registrations
Objectivity Squared Wealth Management
Previous Registrations
Objectivity Squared Wealth Management
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.