Nicholas Vangeest
Nicholas Vangeest is a CFP-designated registered investment advisor at First Heartland Consultants, INC., based in Portland, MI, with 15 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 6,461 clients with $2.1B 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 | 1.75% |
Maximum fee is 1.75% annually. Fees are negotiable and paid quarterly in advance.
Fee Estimator
Location
9077 Charlotte Hwy, Portland, MI, 48875
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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 ActivitiesSells Insurance
Nicholas is involved with several investment-related entities, including Clearwater Wealth Management, First Heartland Consultants, Gerber FCU Investment Services, PFCU Financial Planning, and Drummond Capital Management Group, LLC. Clearwater Wealth Management is a marketing entity for the sale and distribution of insurance products.
Employment History
Current Registrations
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
State Registrations10 states
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
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