NW
NW

Nicholas Wood

19 Years of Experience
London

Nicholas Wood is a registered investment advisor at Sarasin Asset Management Limited, based in London, with 19 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 155 clients with $580M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
155 clients
Average Client Portfolio
$3.7M average
Assets Under Management
$579.5M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.90%
$10.0M - $15.0M0.70%
$15.0M - $30.0M0.55%
$30M+0.45%

Schedule shown is for US Private Clients. For US Charity Clients: - **First $50 million** — 0.85% per year - **From $50 million to $100 million** — 0.70% per year - **From $100 million to $200 million** — 0.60% per year - **Thereafter** — Fees are determined on application. Sarasin has discretion over the fee rates applied to clients. Fees, account minimums and payment terms are negotiable depending on a client’s unique situation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Juxon House, 100 St. Paul'S Churchyard, London, EC4M8BU

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Nicholas is a director at Benbrook Consulting, LTD, a social media consulting firm, providing oversight. He dedicates minimal time to this activity.

Employment History
Current Registrations
Sarasin Asset Management Limited
September 2006 - Present · 19 yrs 8 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
Nicholas Wood - Financial Advisor | TrueAdvisor