Nicholas Bour
Nicholas Bour is a registered investment advisor at Brookwood Investment Group, based in Dexter, MI, with 23 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,160 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brookwood Investment Group's investment management fee is negotiable, up to 2.50% annually, depending on factors like the amount of assets managed, portfolio complexity, and client needs. Fees can be charged using a flat, linear, or tiered percentage structure. Fees are calculated as a percentage of assets under management and assessed quarterly, either in advance or in arrears, as agreed upon. Cash positions are included when calculating the fee.
Location
Dexter, MI
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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 sells fixed insurance products, including long-term care and Medicare, through Executive Financial Group since 2017. This activity takes about a quarter of his time.
Employment History
Current Registrations
Brookwood Investment Group
Previous Registrations
Redwood Private Wealth
Portsmouth - Smartlife Financial Group, LLC
Alphastar Capital Management, LLC
Agile Wealth LLC
Wealth Watch Advisors, LLC
Fsc Securities Corporation
Fsc Securities CorporationBroker
Corecap Advisors
Corecap Investments, INC.Broker
Tlg Advisors, INC.
The Leaders Group, INC.Broker
The Huntington Investment Company
The Huntington Investment CompanyBroker
Allstate Financial Services, LLCBroker
Nylife Securities LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Signator Investors, INC.Broker
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.