Alan Nicolette
Alan Nicolette is a CFP-designated registered investment advisor at Nicolette Financial Advisors LLC, based in Charlottesville, VA, with 17 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 33 clients with $26M 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 $150K | 0.60% |
| $150K+ | 1.60% |
The quarterly fee will be a maximum of 0.4% of AUM for AUM greater than $150,000. If AUM is under $150,000, Nicolette Financial will charge a minimum Investment Advisory fee of $150 per quarter.
Fee Estimator
Location
Charlottesville, VA
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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
Nicolette Financial Advisors LLC
State Registrations2 states
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