Nickole Garrison
Nickole Garrison is a CFP-designated registered investment advisor at Garrison Murphy Wealth Management, LLC, based in Buffalo, NY, with 12 years of industry experience. Nickole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 26 clients with $240M 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 | 0.75% |
Fee will not exceed 0.75% per annum. The firm may, in its sole discretion, negotiate to charge a lesser fee.
Fee Estimator
Location
50 Fountain Plaza, Suite 1400, Buffalo, NY, 14202
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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
Nickole serves on the board of directors for several non-profit organizations, including the United Way of Buffalo and Erie County, Buffalo Center for Arts and Technology, WNY Women's Foundation, and the Buffalo Philharmonic Orchestra. She dedicates minimal time to each of these roles, primarily focusing on financial oversight and audit committee responsibilities.
Employment History
Current Registrations
Garrison Murphy Wealth Management, LLC
Previous Registrations
Garrison Murphy Wealth Management, LLC
M&t Securities, INC.
M&t Securities, INC.Broker
State Registrations1 state
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.