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NP
CFP
NP
CFP

Nicholas Pope

Washington Avenue Advisors
24 Years of Experience
Lansing, MI
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Nicholas Pope is a CFP-designated registered investment advisor at Washington Avenue Advisors, based in Lansing, MI, with 24 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 689 clients with $340M in assets under management.

Washington Avenue Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
689 clients
Average Client Portfolio
$489K average
Assets Under Management
$336.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M0.98%
$1.0M - $2.0M0.98%
$2.0M - $3.0M0.87%
$3.0M - $4.0M0.76%
$4.0M - $5.0M0.76%
$5M+0.65%

Fees are generally negotiable. The firm also offers investment advisory services through a flat annual fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1146 South Washington Avenue, Lansing, MI, 48910

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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.
Civil
March 2013
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Nicholas sells individual and group health insurance, fixed life insurance, fixed annuities, disability, and long-term care insurance through various carriers since 2014. He also has several real estate investments, is a board member for multiple organizations, and owns Blue Owl Coffee, LLC.

Employment History
Current Registrations
Washington Avenue Advisors
April 2020 - Present · 6 yrs 6 mos
Previous Registrations
Principal Securities, INC.
February 2013 - April 2020 · 7 yrs 2 mos
Principal Securities, INC.Broker
January 2013 - April 2020 · 7 yrs 3 mos
Securian Financial Services, INC.
February 2010 - February 2013 · 3 yrs
Securian Financial Services, INC.Broker
November 2001 - February 2013 · 11 yrs 3 mos
State Registrations10 states
COFLILINKYMINHNMOHTX
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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