Nicholas Bowers is a CFP-designated registered investment advisor at Advocacy Financial LLC, based in Covington, LA, with 11 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, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 124 clients with $100M 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 - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable and can vary based on relationship size, household accounts combined, and level of services needed. Accounts over $5,000,000 have negotiable rates.
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
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.
Exams
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