Nicholas Gibson is a registered investment advisor at Midland Wealth Management, based in O'Fallon, MO, with 17 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 138 clients with $3.2B 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fixed income strategy accounts receive a 50% reduction from the standard fee schedule. Accounts with $10M or more use a separate fee schedule. Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
O'Fallon, MO
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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 Activities
Nicholas volunteers as a youth baseball coach for the US Nationals Baseball Club. This non-investment related activity takes minimal time.
Employment History
Current Registrations
Midland Wealth Management
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Securities America Advisors, INC.
Securities America, INC.Broker
PNC Investments
PNC InvestmentsBroker
Natcity Investments, INC.Broker
Natcity Investments, INC.
Waddell & Reed, INC.
Waddell & Reed, 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.
Exams
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