Nicholas Craven
Nicholas Craven is a registered investment advisor at Montgomery Financial, based in Ocean City, MD, with 9 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Tax Planning. Their firm serves 598 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee. Any additional charges for the AEWM Platform (ranging from 0-75 bps) and/or money managers (ranging from 0-75 bps) are included in the investment advisory fees.
Fee Estimator
Location
11718 Ocean Gateway, Ocean City, MD, 21842
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Nicholas is a licensed insurance agent selling insurance products through MFS Wealth LLC. He spends approximately 40% of his time, or nearly full-time, offering clients insurance-related products and services.
Employment History
Current Registrations
Montgomery Financial
State Registrations1 state
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.