Nikole Larson is a registered investment advisor at Cohesion Wealth Management, LLC, based in Broomfield, CO, with 3 years of industry experience. Nikole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 325 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cohesion Wealth Management charges a quarterly fee based on the value of your account. The maximum annual advisory fee is 1.75%. This fee covers advisory services, trade entry, investment supervision, and account maintenance. The fee may be debited directly from your investment account or paid separately. Fees may vary based on the size of the account, complexity of the portfolio, or other reasons agreed upon. Financial planning services are included in the investment management fees.
Location
360 Interlocken Blvd., Suite 104, Broomfield, CO, 80021
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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