Nicholas Raught
Nicholas Raught is a CFP-designated registered investment advisor at Three Cord True Wealth Management, LLC, based in Beaver, PA, with 9 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 584 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Three Cord True Wealth Management (3CTWM) offers investment management through its 3CTWM II wrap fee program. Fees for this program range from 0.7% to 1.3% annually, based on the value of your account. For Manager Access Select clients, the fees include an LPL program fee of up to 0.35% and an advisor fee of up to 2.50%. 3CTWM has the authority to negotiate fees.
Location
535 Third Street, Beaver, PA, 15009
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nicholas is involved in a family-owned commercial real estate building and provides investment advisory services through Three Cord True Wealth Management, LLC. He dedicates nearly full-time hours to his RIA activities.
Employment History
Current Registrations
Three Cord True Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations6 states
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