Nicolas Sudderth
Nicolas Sudderth is a CFP-designated registered investment advisor at Open Range Financial Group, LLC, based in Manvel, TX, with 5 years of industry experience. Nicolas 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, Insurance Planning, and 4 more. Their firm serves 73 clients with $77M 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 $500K | 1.85% |
| $500K - $1.0M | 1.60% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.70% |
Fees are negotiable. Clients using Simplicity Wealth's sub-advisory services will incur additional fees not exceeding 0.40%. Accounts not granted discretion will be assessed a service charge of ten (10) basis points.
Fee Estimator
Location
Manvel, TX
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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 ActivitiesSells Insurance
Nicolas is an insurance agent at Open Range Insurance Group, LLC since October 2023, selling insurance products. This activity requires about 10-20% of his time, with some hours during securities trading hours.
Employment History
Current Registrations
Open Range Financial Group, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
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