Nicholas Duggan is a CFA-designated registered investment advisor at Town Lake Capital Management, based in Lakeway, 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 Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 38 clients with $60M 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 $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Rates shown apply when accounts are held at Charles Schwab & Co., Inc. For accounts held at other custodians, the fee is a flat 1.00% across all tiers. Fees are negotiable.
Fee Estimator
Location
3503 Wild Cherry Drive, Building 1, Lakeway, TX, 78738
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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 →Employment History
Current Registrations
Town Lake Capital Management
State Registrations2 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.
Exams
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