CFP

Nicholas Faulkner

11 Years of Experience

Cary, NC

Nicholas Faulkner is a CFP-designated registered investment advisor at Integra Wealth, based in Cary, NC, with 11 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 214 clients with $84M in assets under management.

Integra Wealth

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

1 advisor

Number of Clients

214 clients

Average Client Portfolio

$393K average

Assets Under Management

$84.2M

Fee Structure

Planning is included in investment management (also available separately)

Portfolio-Based Fees (Tiered)

Portfolio Value	Annual Fee
Up to $1.0M	1.25%
$1.0M - $2.5M	1.00%
$2.5M - $5.0M	0.80%
$5M+	0.80%

Fees over $5 million are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

Cary, NC

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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.

Employment History

Exams

No exam information available for this advisor.

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