Nicole Coar is a CFP-designated registered investment advisor at True Blue Financial, LLC, based in Stevensville, MI, with 12 years of industry experience. Nicole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 734 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
Fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of your financial circumstances.
Fee Estimator
Location
7889 Red Arrow Highway, Stevensville, MI, 49127
Get directionsHistory
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
Nicole is a notary public, spending minimal time on this activity. She also operates True Blue Financial as a DBA for her LPL business and as a registered investment advisor, dedicating nearly full-time hours to these activities. Nicole also works with Ash Brokerage selling non-variable insurance products, spending a few hours per week.
Employment History
Current Registrations
True Blue Financial, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations2 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.