Nicholas Schneider is a CFP-designated registered investment advisor at Forty North Wealth, based in Glendale, CO, with 16 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 534 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Forty North Wealth charges an annual fee based on the value of your portfolio. The maximum annual fee is 1.75%. The fee is calculated quarterly in advance. Fees are negotiable and may be waived at Forty North's discretion. Managed legacy positions are included within the standard investment management fee.
Location
650 South Cherry Street,, Suite 840, Glendale, CO, 80246
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nicholas performs administrative work for Hafner & Associates, LLC since November 2021. He also owns Nobel Scopus, LLC, an investment-related pass-through entity for payments from Panoramic Investment Advisors, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
Forty North Wealth
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
Lion Street Financial, LLCBroker
Physician Investment Advisors LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
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.