Nicholas Wallace
Nicholas Wallace is a registered investment advisor at First Command Advisory Services, based in San Diego, CA, with 10 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 113,591 clients with $24B 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 | 1.30% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Schedule reflects the Partners, Foundations, and Select advisory programs. Other programs like Elite and Premier Income have separate fee schedules. Fees are negotiable for Elite accounts over $5 million.
Fee Estimator
Location
2650 Camino Del Rio N, Suite 210, San Diego, CA, 92108
Get directionsHistory
Regulatory History (1)
Criminal
February 2005Other Business Activities
Nicholas is a board member and secretary for Navy League San Diego, dedicating minimal time to meeting minutes and record keeping. He also serves as Sponsorship Chair for La Mesa National Little League, spending minimal time helping sponsors and working with community businesses.
Employment History
Current Registrations
First Command Advisory Services
First Command Brokerage Services, INC.Broker
State Registrations11 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
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