Nicholas Carrigan is a registered investment advisor at German Wealth, based in South Jordan, UT, with 5 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 2 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.99% |
| $500K - $1.0M | 0.75% |
| $1.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
Fees are negotiable. German Wealth relies on Matson Money, Inc. to deduct the fees from the client’s account(s) and remit the Co-Advisor fee to German Wealth.
Fee Estimator
Location
1314 West 11400 South, Suite 201, South Jordan, UT, 84095
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 ActivitiesSells Insurance
Nicholas is the owner, insurance agent, and consultant at Wealtharbor, LLC, providing business consulting to advisors and selling fixed insurance products. He spends about 10-20% of his time on these activities, including time during trading hours.
Employment History
Current Registrations
German Wealth
Tencap Wealth Coaching
State Registrations3 states
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.