Jarod Nichols
Jarod Nichols is a registered investment advisor at Asset Guidance Group, LLC, based in Roswell, GA, with 3 years of industry experience. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 39 clients with $27M 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 $10K | 2.00% |
| $10K - $500K | 1.45% |
| $500K+ | 1.00% |
Annual administrative fee may be negotiable. AGG also charges performance fees in addition to AUM fees for Qualified Investors. A qualified investor is a client holding > $1.1M USD AUM or $2.2M net worth (USD). For DA, fees mirror TradFi, but with added volatility disclosure.
Fee Estimator
Location
1875 Old Alabama Road, Suite 645, Roswell, GA, 30076
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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
Asset Guidance Group, LLC
State Registrations1 state
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