Nicholas Goode is a registered investment advisor at Altar Rock, based in Lexington, MA, with 22 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. Their firm serves 21 clients with $140M 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 $5.0M | 1.00% |
| $5.0M - $30.0M | 0.75% |
| $30.0M - $150.0M | 0.50% |
| $150.0M - $500.0M | 0.35% |
| $500.0M - $1000.0M | 0.25% |
| $1000M+ | 0.20% |
Fees are generally negotiable.
Fee Estimator
Location
Lexington, MA
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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 the President of Renewable Woods LLC, a business entity for tax/investment purposes, dedicating minimal time. He also operates under several DBAs for his LPL business and is a licensed insurance agent selling non-variable insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Altar Rock
Previous Registrations
LPL Financial LLC
Center for Wealth Planning Advisors, INC
LPL Financial LLC
LPL Financial LLCBroker
State Farm Vp Management CORP.Broker
State Registrations1 state
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