NB
ChFC
NB
ChFC

Nicholas Brigham

15 Years of Experience
Clover, SC
1 DisclosureBrokerSells Insurance

Nicholas Brigham is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Clover, SC, 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. Their firm serves 3,575 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6693 advisors
Number of Clients
3,575 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1000K0.75%
$1M+0.50%

Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.

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

422 S Main St, Clover, SC, 29710

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History

Regulatory History (1)
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Regulatory
November 2022
Final
Other Business ActivitiesSells Insurance

Nicholas is a board member at Clover Area Assistance Center and owns Nicholas Brigham's Insurance Agency, where he services customers and supervises employees, taking about half of his time. He also has investments in FTX US and personally held real estate properties.

Employment History
Current Registrations
State Farm Investment Management CORP.
June 2023 - Present · 2 yrs 11 mos
State Farm Vp Management CORP.
January 2011 - Present · 15 yrs 4 mos
State Farm Vp Management CORP.Broker
January 2011 - Present · 15 yrs 4 mos
State Registrations2 states
NCSC
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.