Nicholas Fisher is a registered investment advisor at Pilot Wealth Management, based in Sherwood, OR, 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 Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 73 clients with $71M 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 $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Management reserves the right to negotiate the fee based on complexity.
Fee Estimator
Location
Sherwood, OR
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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.
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Nicholas serves as manager and member of Pilot Investment Partners, which manages the Pilot Micro Equity Fund, LLC. Nicholas spends a few hours per week on both companies.
Employment History
Current Registrations
Pilot Wealth Management
Previous Registrations
Pilot Wealth Management
State Registrations1 state
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