Nicholas Wold is a PFS-designated registered investment advisor at Alitus Financial Services, based in Fircrest, WA, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 7 clients with $4.8M 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 $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
All fees are subject to negotiation. The fee is split between Alitus Financial Services and the money manager, CPS Investment Advisors.
Fee Estimator
Location
1901 65th Ave W, Ste 100, Fircrest, WA, 98466
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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
Since 2014, Nicholas has been a CPA and shareholder of Sutton-McCann & Company, a tax management company. He works for this business full-time, and the work is non-investment-related.
Employment History
Current Registrations
Alitus Financial Services
Previous Registrations
Madrona Financial & Cpas
Triad Investment Management
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
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