Nicholas Kemp
Nicholas Kemp is a registered investment advisor at Navigation Wealth Management, based in Cheyenne, WY, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 962 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 $50K | 1.63% |
| $50K - $100K | 1.48% |
| $100K - $250K | 1.38% |
| $250K - $500K | 1.23% |
| $500K - $750K | 1.03% |
| $750K - $1.0M | 0.93% |
| $1.0M - $5.0M | 0.68% |
| $5M+ | 0.66% |
For assets held away, a platform fee of 0.25% is added to these rates. The annual fee is negotiable.
Fee Estimator
Location
2015 Central Ave, Suite B, Cheyenne, WY, 82001
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 individually licensed to sell life insurance through various insurance companies. He also serves as the Public Relations/Fundraising Chair for the Centennial Children's Chorus, dedicating minimal time to organizing fundraising activities and building community relationships.
Employment History
Current Registrations
Navigation Wealth Management
Previous Registrations
Sigma Financial CorporationBroker
Spc
State Registrations2 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.