Nicole Graul is a registered investment advisor at Thousand Wealth Management, based in Chesterfield, MO, with 7 years of industry experience. Nicole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12 clients with $13M 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 | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $6.0M | 0.80% |
| $6.0M - $8.0M | 0.70% |
| $8.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Third-party manager charges an additional fee of 0.10% to 0.30% depending on the amount of assets under their management. TWM charges a minimum fee of $2,500 per quarter, unless waived.
Fee Estimator
Location
663 Trade Center Blvd., Chesterfield, MO, 63005
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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
Nicole is a CPA and Partner with Thousand CPA Services. She dedicates the majority of her time to this business.
Employment History
Current Registrations
Thousand Wealth Management
State Registrations1 state
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