Nicholas Cohen is a CFP-designated registered investment advisor at Alaska Wealth Advisors, based in Anchorage, AK, 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 Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 672 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Account fees range up to 1.5% of assets under management and are negotiable depending on account size and economies of scale.
Fee Estimator
Location
3800 Centerpoint Drive, Suite 910, Anchorage, AK, 99503
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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 Activities
Nicholas is a director and hockey coach for Alaska Allstars Hockey Association, a youth sports organization, since June 2022. He dedicates minimal time to this role, acting as a voting member to guide the organization's direction and financial resources.
Employment History
Current Registrations
Alaska Wealth Advisors
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Waddell & Reed
Waddell & ReedBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
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
- Bryan Laube, CFPAlaska Wealth Advisors
- Kirsten Halpin, CFAAlaska Wealth Advisors
- Laura Bruce, CFP, ChFCAlaska Wealth Advisors
- Meghan Muñoz, CFPAlaska Wealth Advisors
- Connor Michael, CFPAlaska Wealth Advisors
- Matthew Knell, CFPAlaska Wealth Advisors