Jesse Nix is a CFP-designated registered investment advisor at Nix Wealth Management, based in Sacramento, CA, with 10 years of industry experience. Jesse 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. Their firm serves 115 clients with $82M 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 $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fee rates are not negotiable unless otherwise specified in the Client Fee Agreement. Investment portfolios of $1 million or more will have the portfolio management fees reduced by the amount of brokerage transaction charges in the prior fee billing period. There is also an origination fee (not to exceed $500) of 0.50%.
Fee Estimator
Location
1545 River Park Drive, Suite 203, Sacramento, CA, 95815
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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 →Employment History
Current Registrations
Nix Wealth Management
Previous Registrations
Securities Service Network, INC.Broker
State Registrations1 state
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