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Nils Bierkamp

9 Years of Experience
Ladera Ranch, CA
Broker

Nils Bierkamp is a registered investment advisor at Fidelity Institutional Wealth Adviser LLC, based in Ladera Ranch, CA, with 9 years of industry experience. Nils operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 52,688 clients with $6.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
52,688 clients
Average Client Portfolio
$123K average
Assets Under Management
$6.5B

Fee Structure

Minimum Investment:$2.5K
Investment management only (planning not offered)

FIWA does not directly manage investments for individual investors. Instead, FIWA provides a platform that financial service firms can use to manage investments for their clients. FIWA does not charge a platform fee for accounts that only use investment options managed by FIWA and its affiliates. For accounts that use investment options from other companies, FIWA charges a platform fee based on the amount of assets in the account.

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Location

Ladera Ranch, CA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Fidelity Institutional Wealth Adviser LLC
September 2020 - Present · 5 yrs 8 mos
Fidelity Distributors Company LLC
January 2018 - Present · 8 yrs 4 mos
Fidelity Distributors Company LLCBroker
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2016 - December 2017 · 1 yr 6 mos
Wells Fargo Clearing Services, LLCBroker
March 2016 - December 2017 · 1 yr 9 mos
State Registrations52 states
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AdvisorBrokerBoth

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.
Nils Bierkamp - Financial Advisor | TrueAdvisor