Nicholas Strobelt
Nicholas Strobelt is a registered investment advisor at Avalon Wealth Partners, based in Henderson, NV, with 15 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 26 clients with $8.1M 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 | 1.35% |
Fee is negotiable based on various criteria.
Fee Estimator
Location
1671 W. Horizon Ridge Pkwy, Suite 211, Henderson, NV, 89012
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
Nicholas owns Anver, LLC (DBA: Avalon Wealth), an investment advisory business where he provides financial planning and insurance recommendations/sales, dedicating about 10-20% of his time. He is also a part owner of Anver Environmental, LLC and an independent contractor as a business broker, spending a few hours per week on each.
Employment History
Current Registrations
Avalon Wealth Partners
Previous Registrations
Brookstone Wealth Advisors, LLC
Ftn Financial Main Street Advisors LLC
State Registrations1 state
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.