Nicholas Golgart
Nicholas Golgart is a registered investment advisor at W&s Brokerage Services, INC., based in Indianapolis, IN, with 11 years of industry experience. Nicholas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Socially Responsible Investing, and 1 more. Their firm serves 772 clients with $260M 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 $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K+ | 1.10% |
Fees may be negotiable at the sole discretion of W&S Brokerage Services, Inc. Potential fee reductions apply if funded from previous accounts that incurred commissions within 36 months.
Fee Estimator
Location
8520 Allison Pointe Blvd, Suite 110, Indianapolis, IN, 46250
Get directionsHistory
Regulatory History (1)
Criminal
January 2009Employment History
Current Registrations
W&s Brokerage Services, INC.
W&s Brokerage Services, INC.Broker
Previous Registrations
Farmers Financial Solutions, 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.
Exams
More Advisors
- Adam Cash, CFPSym Financial Advisors
- Thays Cardoso, CFPFi3 Financial Advisors, LLC
- Kyle Riddle, CFPInvst, LLC
- Andrew Fairman, CFA, CFPCerity Partners LLC
- Allen Duros, CFPSchwab Wealth Advisory, INC.
- Joshua Gilbert, CFPCharles Schwab & CO., INC.