Nick Burson
Nick Burson is a CFP-designated registered investment advisor at Lincoln Douglas Investments, LLC, based in Mt. Vernon, OH, with 15 years of industry experience. Nick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 124 clients with $98M 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 | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
Fees are negotiable on a case-by-case basis. There is a $90 annual minimum fee. LDI advisor programs also have a $15 charge per transaction.
Fee Estimator
Location
1051 Newark Rd, Mt. Vernon, OH, 43050
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 Activities
Nick uses Burson Wealth Management LLC for marketing, expense payments, and tax preparation, spending a few hours per week. He also serves as a non-paid treasurer for an AM Spirit Chapter, a professional networking group, dedicating minimal time.
Employment History
Current Registrations
Lincoln Douglas Investments, LLC
Lincoln Douglas Investments, LLCBroker
Previous Registrations
Wunderlich Securities, INC.Broker
State Registrations10 states
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