Bailey Woods is a registered investment advisor at Nicholas Wealth Management, based in Marietta, GA, with 9 years of industry experience. Bailey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 1,072 clients with $740M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are generally negotiable. Selecting specific Nicholas Wealth Management strategies adds an extra 0.30% strategy fee to the standard annual fee.
Fee Estimator
Location
218 Roswell St Ne, Suite 200, Marietta, GA, 30060
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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 →Employment History
Current Registrations
Nicholas Wealth Management
Previous Registrations
Goldman Sachs & CO. LLCBroker
Goldman Sachs Wealth Services, L.P.
Mercer Allied Company, L.P.Broker
Hornor, Townsend & Kent, INC.Broker
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.
Exams
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