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CFP

Nicholas Helgeson

Pinkerton Wealth Partners
17 Years of Experience
Coeur D'Alene, ID
May Earn Commission
View SEC Summary
View SEC Summary

Nicholas Helgeson is a CFP-designated registered investment advisor at Pinkerton Wealth Partners, based in Coeur D'Alene, ID, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,262 clients with $1.4B in assets under management.

Pinkerton Wealth Partners
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
1,262 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The annual investment advisory fee varies up to 2.0% based on account value, asset types, financial situation, and trading activity, and is negotiable. Affiliate True Freedom, LLC may charge an additional sub-advisor fee up to 0.8%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2000 John Loop, Coeur D'Alene, ID, 83814

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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 works as a wealth advisor for Pinkerton Retirement Specialists, LLC in two capacities: as a registered representative since 2016 (full-time) and as an investment advisor representative since 2011 (nearly full-time). These roles are investment-related.

Employment History
Current Registrations
Pinkerton Wealth Partners
December 2013 - Present · 12 yrs 10 mos
Previous Registrations
Triad Advisors LLCBroker
May 2016 - December 2020 · 4 yrs 7 mos
LPL Financial LLCBroker
June 2009 - May 2016 · 6 yrs 11 mos
State Registrations1 state
ID
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.
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Nicholas Helgeson - Financial Advisor | TrueAdvisor