Nicholas Seligman is a CFP-designated registered investment advisor at Center Peak Financial, based in Durham, NC, with 13 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.20% |
| $1.0M - $1.5M | 1.15% |
| $1.5M - $2.0M | 1.10% |
| $2.0M - $2.5M | 1.00% |
| $2.5M - $3.0M | 0.95% |
| $3.0M - $3.5M | 0.90% |
| $3.5M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.75% |
| $5.0M - $6.0M | 0.70% |
| $6.0M - $8.0M | 0.65% |
| $8.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable. The entire household portfolio is billed at the percentage associated with the tier that corresponds to the client’s total billable assets under care with the firm.
Fee Estimator
Location
5011 Southpark Drive, Suite 240, Durham, NC, 27713
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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
Center Peak Financial
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations2 states
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