Nicole Eirich
Nicole Eirich is a CFP-designated registered investment advisor at Uhler Vertich White Advisors, based in Fort Myers, FL, with 17 years of industry experience. Nicole is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 424 clients with $510M 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% |
Annual fee is 1.00% of assets under management. Fees are subject to negotiation, and the firm typically requires a minimum compensation of $10,000 per year.
Fee Estimator
Location
1510 Royal Palm Square Boulevard, Suite 103, Fort Myers, FL, 33919-1068
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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
Uhler Vertich White Advisors
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Landaas & Company
Landaas & CompanyBroker
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
National Investment Services, INC
Ameriprise Financial Services, 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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