Nicole Brewer
Nicole Brewer is a registered investment advisor at Prosperity Wealth Management, INC., based in Olmsted Township, OH, with 15 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,619 clients with $440M 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 $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.20% |
Fees are negotiable.
Fee Estimator
Location
7172 Columbia Rd., Suite C, Olmsted Township, OH, 44138
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 ActivitiesSells Insurance
Nicole advises federal employees on retirement benefits, teaches skydiving, and is a co-trustee for a family trust. She also owns an insurance agency, selling and reviewing insurance products, teaching/training agents, and overseeing operations, dedicating nearly full-time hours to this.
Employment History
Current Registrations
Prosperity Wealth Management, INC.
Fortune Financial Services, INC.
Fortune Financial Services, INC.Broker
Previous Registrations
Corecap Investments, LLCBroker
Corecap Advisors
Investment Network, INC.
Investment Network, INC.Broker
Foresters Equity Services, INC.
Foresters Equity Services, INC.Broker
Lifemark Securities CORP.Broker
State Registrations8 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.