Nicholas Lemus is a CFA, CFP-designated registered investment advisor at Summit Wealth and Retirement Partners, based in Eagle, ID. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 341 clients with $820M 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 $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable above $10,000,000. Certain clients may be charged pursuant to a “cliff” or “breakpoint” fee schedule with multiple different fee breakpoints that correspond to different levels of client assets under management.
Fee Estimator
Location
435 E Shore Drive, Suite 220, Eagle, ID, 83616
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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
Summit Wealth and Retirement Partners
Previous Registrations
Great Pacific SecuritiesBroker
State Registrations1 state
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