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Nicholas Kemp

12 Years of Experience
Cheyenne, WY
Sells Insurance

Nicholas Kemp is a registered investment advisor at Navigation Wealth Management, based in Cheyenne, WY, 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 Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 962 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
962 clients
Average Client Portfolio
$107K average
Assets Under Management
$103.2M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K1.63%
$50K - $100K1.48%
$100K - $250K1.38%
$250K - $500K1.23%
$500K - $750K1.03%
$750K - $1.0M0.93%
$1.0M - $5.0M0.68%
$5M+0.66%

Fees are negotiable. For held-away accounts managed via a third-party platform, an additional 0.25% platform fee applies.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2015 Central Ave, Suite B, Cheyenne, WY, 82001

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History

Regulatory History
Clean regulatory record

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.

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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
April 2016 - Present · 10 yrs 6 mos
Previous Registrations
Spc
September 2014 - April 2016 · 1 yr 7 mos
State Registrations2 states
COWY
Advisor

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
No exam information available for this advisor.
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