Nicholas Henning is a registered investment advisor at Elevated Private Wealth, based in Hartland, WI, 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 High Net Worth, Investment Management. Their firm serves 112 clients with $120M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $25.0M | 0.65% |
| $25M+ | 0.60% |
Fees may be negotiable in individual cases.
Fee Estimator
Location
Hartland, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Elevated Private Wealth
Previous Registrations
Purpose Comprehensive Wealth Management, LLC
State Registrations1 state
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