Nicholas Weisert is a CFP-designated registered investment advisor at 46 North Financial, based in Denver, CO, with 12 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, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 69 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. If 46 North uses a model portfolio or an outside manager, additional fees ranging from 0% to 0.48% may apply, but the total combined fee will not exceed 2% of assets under management.
Fee Estimator
Location
Denver, CO
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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 →Employment History
Current Registrations
46 North Financial
Previous Registrations
Integra Financial, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Piper Jaffray & CO.Broker
Cascadia Capital, LLCBroker
State Registrations2 states
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.