Nikole Larson is a registered investment advisor at Cohesion Wealth Management, LLC, based in Broomfield, CO, with 4 years of industry experience. Nikole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 395 clients with $170M 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% |
Maximum annual advisory fee is 1.75%. Fees may vary based on account size, complexity, and portfolio activity, and are negotiable in certain circumstances. For clients utilizing third-party money managers, the combined maximum annual fee is 2.50%.
Fee Estimator
Location
380 Interlocken Crescent, Suite 260, Broomfield, CO, 80021
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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 →Other Business Activities
Nikole works as an independent contractor providing bookkeeping and accounting services. This activity is not investment-related and takes a few hours per week.
Employment History
Current Registrations
Cohesion Wealth Management, LLC
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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