Nicholas Godfrey is a registered investment advisor at Aspenridge Wealth Advisors, based in Fort Worth, TX, 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 Investment Management, Retirement Planning. Their firm serves 383 clients with $340M 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 | 1.20% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Location
9800 Hillwood Parkway, Suite 180, Fort Worth, TX, 76177
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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.
Learn about disclosures →Other Business Activities
Nicholas has business ownership interests, dedicating about 10-20% of his time. He is also involved in outside employment with BigAdventure Holdings, LLC, spending about 10-20% of his time, some of which occurs during trading hours.
Employment History
Current Registrations
Aspenridge Wealth Advisors
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Fidelity Brokerage Services LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLCBroker
State Registrations1 state
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