Nicholas Shevland
Nicholas Shevland is a CFA, CFP-designated registered investment advisor at Breakwater Wealth Management, based in Millville, DE, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 49 clients with $28M 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 $500K | 1.45% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for assets over $1,000,001.
Fee Estimator
Location
Millville, DE
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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 ActivitiesSells Insurance
Nicholas is an insurance agent since May 2022, recommending insurance products. This activity requires minimal time.
Employment History
Current Registrations
Breakwater Wealth Management
Previous Registrations
Dt Investment Partners, LLC
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Morgan Stanley
Morgan StanleyBroker
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.