Nicholas Martin is a registered investment advisor at Hemsley Advisors, LTD., based in Chicago, IL, with 6 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 316 clients with $540M 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 $50K | Included |
| $50K+ | 0.60% |
Minimum fee of $300 per year for accounts less than $50,000, but may be waived. Clients subject to an earlier fee schedule are grandfathered in at their existing rates. Fees may also be charged on a flat fee basis, negotiated on a case-by-case basis.
Fee Estimator
Location
311 S. Wacker Drive, Suite 1525, Chicago, IL, 60606
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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.
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Nicholas is the sole owner of 21st Century Tax Services, Inc. since 2005, providing tax preparation and bookkeeping services, taking about half of his time during tax season (February, March, April).
Employment History
Current Registrations
Hemsley Advisors, LTD.
State Registrations1 state
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