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Nicholas Yeakle

4 Years of Experience
Winston Salem, NC

Nicholas Yeakle is a registered investment advisor at Nobleyield, based in Winston Salem, NC, with 4 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Management fees range up to 1.00% depending on the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. These fees may be negotiated by NobleYield at its sole discretion.

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

121 Reynolda Village, Suite B, Winston Salem, NC, 27106

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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 Activities

Nicholas is self-employed as a Registered Investment Advisor (RIA) with Noble Yield Wealth Management, LLC since 2021. He dedicates about a quarter of his time to this business, primarily during securities trading hours.

Employment History
Current Registrations
Nobleyield
July 2025 - Present · 9 mos
Timonier
October 2024 - Present · 1 yr 6 mos
Previous Registrations
Aua Private Wealth Advisors, LLC
November 2022 - December 2024 · 2 yrs 1 mo
Mpb Wealth Management, LLC
July 2022 - April 2024 · 1 yr 9 mos
Nobleyield
February 2022 - December 2024 · 2 yrs 10 mos
State Registrations2 states
NCPA
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.