Nicholas Raught
Nicholas Raught is a CFP-designated registered investment advisor at Three Cord True Wealth Management, LLC, based in Beaver, PA, with 10 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 Business Owners, Charitable Giving, Corporate Executives, Education 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
Annual advisory fees range from 0.70% to 1.30% of assets under management and are negotiable. Manager Access Select program charges an LPL program fee of up to 0.35% and an advisor fee of up to 2.50%.
Fee Estimator
Location
535 Third Street, Beaver, PA, 15009
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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 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 Registrations14 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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