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Nickolas Turner

Altitude Capital Management LLC
16 Years of Experience
Marysville, OH
2 Disclosures
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Nickolas Turner is a registered investment advisor at Altitude Capital Management LLC, based in Marysville, OH, with 16 years of industry experience. Nickolas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 488 clients with $100M in assets under management.

Altitude Capital Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
488 clients
Average Client Portfolio
$212K average
Assets Under Management
$103.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fees are a maximum of 2.0%, charged monthly in arrears based on market value. Altitude Capital Management has sole discretion to negotiate lower fees or waive them.

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

Location

Marysville, OH

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History

Regulatory History (2)
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.
Financial
August 2019
Pending
Criminal
October 2008
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Altitude Capital Management LLC
June 2026 - Present · 4 mos
Previous Registrations
Huntington Financial Advisors
March 2019 - September 2019 · 6 mos
The Huntington Investment CompanyBroker
March 2019 - September 2019 · 6 mos
Secure Investment Management, LLC
June 2018 - February 2019 · 8 mos
Transamerica Financial Advisors, INC.
June 2015 - May 2018 · 2 yrs 11 mos
Transamerica Financial Advisors, INCBroker
June 2015 - May 2018 · 2 yrs 11 mos
Nationwide Investment Advisors, LLC
December 2006 - April 2015 · 8 yrs 4 mos
Nationwide Investment Services Corporation
May 2006 - December 2006 · 7 mos
Nationwide Investment Services CorporationBroker
June 2003 - April 2015 · 11 yrs 10 mos
State Registrations1 state
OH
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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