Nicola Kerslake is a CFA-designated registered investment advisor at Nlrk LLC DBA Newbean Capital LLC, based in Reno, NV, with 11 years of industry experience. Nicola operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Qualified clients will pay an annual fee of 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation. Fees are generally negotiable.
Fee Estimator
Location
Reno, NV
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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.
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Nicola manages investment operations for two clients (no advice or asset handling) and organizes agriculture-related events, both paid through fees/profits. Nicola also owns Contain, Inc., which executes leases for indoor farm equipment; these activities take about half of Nicola's time.
Employment History
Current Registrations
Nlrk LLC DBA Newbean Capital LLC
State Registrations1 state
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