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Nicholas Joseph

4 Years of Experience
Mcgregor, TX

Nicholas Joseph is a registered investment advisor at Evening Star Advisors, based in Mcgregor, TX, with 4 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Mcgregor, TX

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Nicholas is a fund officer for Evening Star Fund LLC, a private equity fund, dedicating about half of his time to this role. He also serves as a Senior Non-Commissioned Officer in the Air National Guard, which is a nearly full-time commitment.

Employment History
Current Registrations
Evening Star Advisors
December 2021 - Present · 4 yrs 5 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
Nicholas Joseph - Financial Advisor | TrueAdvisor