NL
CFP
NL
CFP

Nicholas Lemiere

16 Years of Experience
Longview, WA
Broker

Nicholas Lemiere is a CFP-designated registered investment advisor at Edward Jones, based in Longview, WA, with 16 years of industry experience. Nicholas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1332 Vandercook Way, Longview, WA, 98632

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Nicholas is a music director for The Bridge Church, spending a few hours per week organizing music for worship services. He also owns NTL3 LLC, a small commercial building, dedicating minimal time to it.

Employment History
Current Registrations
Edward Jones
March 2010 - Present · 16 yrs 7 mos
Edward JonesBroker
February 2010 - Present · 16 yrs 8 mos
State Registrations20 states
AKALAZCACODCFLHIIDILMAMNMTNHNVORSCTNTXWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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