Nicholas Bowers is a CFP-designated registered investment advisor at Advocacy Financial LLC, based in Covington, LA, with 10 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 98 clients with $82M 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 | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5,000,000. Accounts within the same household may be combined for a reduced fee. Employee and family related accounts can be charged reduced fees.
Fee Estimator
Location
212 Park Place, Covington, LA, 70433
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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
Nicholas is a Director of Business Strategy at Innealta Capital, LLC, providing strategic sales and marketing guidance. This short-term independent contractor position takes about 10-20% of Nicholas's time.
Employment History
Current Registrations
Advocacy Financial LLC
Previous Registrations
Innealta Capital
Northern Lights Distributors, LLCBroker
Afam Capital, INC.
Dimensional Fund Advisors LP
Dfa Securities LLCBroker
State Registrations1 state
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