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Eric Nickerson

E.J. Nickerson CO.
10 Years of Experience
The Villages, FL
2 Disclosures
View SEC Summary
View SEC Summary

Eric Nickerson is a registered investment advisor at E.J. Nickerson CO., based in The Villages, FL, with 10 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management. Their firm serves 1 clients with $21M in assets under management.

E.J. Nickerson CO.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$21.0M average
Assets Under Management
$21.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Applies to the private investment partnership Third Century Partners, paid monthly in arrears and accepted in shares of the partnership.

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

The Villages, FL

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History

Regulatory History (2)
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Civil
December 2015
Final
Regulatory
December 2015
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
E.J. Nickerson CO.
March 2016 - Present · 10 yrs 7 mos
State Registrations2 states
COTX
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.
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