Nicholas Chason
Nicholas Chason is a registered investment advisor at Proper Wealth, based in Tallahassee, FL, with 12 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 496 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Proper Wealth charges a percentage of your portfolio's value each year for investment management. The annual rate ranges from 0.50% to 1.60%, depending on the complexity of your situation, the amount you invest, and your overall relationship with Proper Wealth. Fees are negotiable. Proper Wealth may use independent managers, but the total fee will not exceed 2.00% annually.
Location
3233 Thomasville Road, Tallahassee, FL, 32308
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
Nicholas is an agent for life, health, and group insurance, and also owns Proper Wealth LLC, which is used to pay common expenses and market services. He also owns Proper Insurance Advisors (property and casualty insurance) but has no active duties, is a member of PWL Holdings LLC (office building ownership), and a managing member of Proper Accounting, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Proper Wealth
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations22 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.