Nicole Chamberlain
Nicole Chamberlain is a registered investment advisor at Chronos Wealth Management, L.L.C., based in Clearwater, FL, with 21 years of industry experience. Nicole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 223 clients with $270M 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 $250K | 1.50% |
| $250K - $400K | 1.40% |
| $400K - $550K | 1.25% |
| $550K - $750K | 1.15% |
| $750K - $3.5M | 1.00% |
| $3.5M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.75% |
| $7.5M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Location
1432 Court Street, Clearwater, FL, 33756
Get directionsHistory
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
Nicole is a licensed independent insurance agent since 2007. This activity requires minimal time commitment.
Employment History
Current Registrations
Chronos Wealth Management, L.L.C.
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets 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.