Nickolaus Dohlen is a CFP-designated registered investment advisor at Crossgate Wealth Advisors, LLC, based in Newtown, PA, with 7 years of industry experience. Nickolaus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 177 clients with $240M 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 | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $4.0M | 0.40% |
| $4.0M - $5.0M | 0.30% |
| $5M+ | 0.20% |
Fees are negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
125 Pheasant Run, Suite 100, Newtown, PA, 18940
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Crossgate Wealth Advisors, LLC
State Registrations1 state
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