Nicholas Willenbring
Nicholas Willenbring is a registered investment advisor at MD Wealth Partners, INC, based in Westlake Village, CA, with 14 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 117 clients with $55M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MD Wealth Partners recommends clients use AssetMark for investment management. The annual advisory fee ranges from 0.50% to 1.75% of the value of your portfolio. This fee does not include AssetMark's advisory fee, which is separate and in addition to MD Wealth Partners' fee. The specific fee is outlined in your agreement. Fees are paid in advance each quarter and are calculated by AssetMark and deducted from your account. If you terminate the agreement, you'll receive a refund of any unearned fees.
Location
4550 East Thousand Oaks Blvd., Suite 150, Westlake Village, CA, 91362
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
MD Wealth Partners, INC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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