Nicholas Barnes is a CFA-designated registered investment advisor at Obermeyer Wealth Partners, based in Denver, CO, with 10 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,157 clients with $3B 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 $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Obermeyer Wealth Partners prefers a $2 million account minimum, but fees and minimums are occasionally negotiable based on various criteria.
Fee Estimator
Location
200 Columbine Street, Suite 600, Denver, CO, 80206
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 →Employment History
Current Registrations
Obermeyer Wealth Partners
Previous Registrations
Vantage Investment Partners, LLC
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
More Advisors
- Dana Nightingale, CFA, CFPObermeyer Wealth Partners
- Jacqueline Battista, CFPCorepath Wealth Partners LLC
- Kayla Benjamin, CFPKb Financial Advisors LLC
- Jonathan Vogel, CFPEmerson Equity LLC
- Joseph Adams, ChFCState Farm Investment Management CORP.
- Tierney Ziebelman, CFPAmeriprise Financial Services, LLC