Nichole Shadow is a registered investment advisor at Quincy Wells Advisors, LLC, based in Vernon, AL, with 1 years of industry experience. Nichole 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 3 more. Their firm serves 78 clients with $45M in assets under management.
Compensation
Firm Size
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Assets Under Management
Fee Structure
Great Point Advisors charges a percentage of your portfolio, an hourly rate, or a flat fee for wealth management services or financial planning. The fees are tailored to the specific services provided. When a client is using a fixed fee only service, there are additional fees the client will pay for, including reporting fees, custodial fees, transaction fees and third-party money manager fees.
Location
Vernon, AL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Quincy Wells Advisors, LLC
Great Point Capital LLCBroker
State Registrations2 states
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