Nicholle Zoltaszek
Nicholle Zoltaszek is a registered investment advisor at Success Wealth Management LLC, based in Monroe, MI, with 16 years of industry experience. Nicholle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 772 clients with $97M 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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
The annual fee is negotiable based upon certain criteria. SWM also manages assets held away, charging a negotiable annual fee not to exceed 0.75%.
Fee Estimator
Location
760 S Monroe St, Monroe, MI, 48182
Get directionsHistory
Regulatory History (2)
Financial
July 2025Customer Dispute
June 2019Other Business ActivitiesSells Insurance
Nicholle is an insurance agent with American Senior Benefits, spending nearly full-time on insurance sales and services. Nicholle also owns a rental property, but it is currently not being rented and requires minimal time.
Employment History
Current Registrations
Success Wealth Management LLC
Previous Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Investment Advisors
Proequities, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations2 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.