Nicholas Martin is a registered investment advisor at Hemsley Advisors, LTD., based in Chicago, IL, with 7 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 324 clients with $640M 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 | 0.60% |
| $50K+ | 0.60% |
Accounts under $50,000 have a minimum fee of $300 per year, which may be waived at Hemsley Advisors's discretion. Pre-existing clients may be grandfathered in at earlier fee schedules. Fees are negotiable.
Fee Estimator
Location
311 S. Wacker Drive, Suite 1525, Chicago, IL, 60606
Get directionsHistory
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
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Alexander Hemsley, CFPHemsley Advisors, LTD.
- Deshawn Peterson, CFPMidland Wealth Management
- Michelle Pecyna, CFPRockefeller Capital Management
- Ian Clark, CFPBrownson, Rehmus & Foxworth, INC.
- Frederick Paulman, CFPCuri Capital, LLC
- Matthew Lohr, CFP