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Eric Nickerson is a registered investment advisor at E.J. Nickerson CO., based in The Villages, FL, with 9 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $21M in assets under management.
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 Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is non-negotiable and paid in shares of TCP.
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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Regulatory History (2)
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Civil
December 2015Final
Regulatory
December 2015Final
Employment History
Current Registrations
E.J. Nickerson CO.
March 2016 - Present · 10 yrs 2 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.