Nicholas Drew
Nicholas Drew is a registered investment advisor at Drew Wealth Management, based in Portsmouth, NH, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 78 clients with $90M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Drew Wealth Management charges an annual fee of 0.50% to 1.50% for wealth management services, based on the value of your portfolio. The specific fee depends on your needs, complexity, time, research, and resources required. Fees are paid monthly in advance. Fees are negotiable.
Location
36 Maplewood Ave, Portsmouth, NH, 03801
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2016Employment History
Current Registrations
Drew Wealth Management
Previous Registrations
Capital Design Private Wealth LLC
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Edward Jones
Edward JonesBroker
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.