Nicole Pachar is a registered investment advisor at Mdx Wealth Management, based in Missouri City, TX, with 13 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 111 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range between 0% and 2.50% of assets under management. All client fees are negotiable.
Fee Estimator
Location
Missouri City, TX
Get directionsHistory
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 the owner of Pachar Consulting LLC, an investment-related activity, dedicating about a quarter of her time. She also works as a contractor for HCI, a non-investment related activity, spending about 10-20% of her time.
Employment History
Current Registrations
Mdx Wealth Management
State Registrations4 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.
Exams
More Advisors
- Andrew Miller, CFPIndependent Solutions Wealth Management, LLC
- Austin Middleton, CFPPotentia Wealth Advisors LLC
- Anil Chacko, CFPArk Alliance Financial LLC
- Melinda Cao, CFPSofi Wealth LLC
- Steven Chambers, CFA, CFPCreative Planning
- Gary Kinder, ChFCWealth Architects, LLC