Nicholas Rose
Nicholas Rose is a CFP-designated registered investment advisor at Trailwise Financial Partners, LLC, based in Golden, CO, 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, Education Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 203 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TrailWise Financial Partners offers investment management services for an annual fee based on the value of your portfolio. There are two fee schedules:
- Investment management only: Fees range from 1.00% on the first $500,000 of your portfolio to 0.15% on amounts over $50,000,001.
- Investment management including financial planning: Fees range from 1.25% on the first $250,000 of your portfolio to 0.25% on amounts over $100,000,001.
Fees are charged quarterly, in advance.
Location
1536 Cole Boulevard, Suite 205, Golden, CO, 80401
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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 ActivitiesSells Insurance
Nicholas sells non-variable insurance products since 2020 and works as a basketball trainer since 2013. The basketball training is not investment-related.
Employment History
Current Registrations
Trailwise Financial Partners, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
AXA Advisors, LLCBroker
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.