Nicole Wirick
Nicole Wirick is a CFP-designated registered investment advisor at Prosperity Wealth Strategies LLC, based in Bloomfield Hills, MI, with 14 years of industry experience. Nicole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 55 clients with $95M 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 - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.30% |
| $20M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
1597 Sandringham Way, Bloomfield Hills, MI, 48301
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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
Nicole is a licensed attorney in the State of Michigan, but she does not practice law.
Employment History
Current Registrations
Prosperity Wealth Strategies LLC
Previous Registrations
Planning Alternatives LTD
Planning Alternatives LTD
Wealthcare Advisors, LLC
J.J.B. Hilliard, W.L. Lyons, LLC
Cig Asset Management, INC.
UBS Financial Services INC.
State Registrations3 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.