Nolan Beattie
Nolan Beattie is a registered investment advisor at Wealthcare Investment Partners LLC, based in Portsmouth, RI, with 3 years of industry experience. Nolan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,741 clients with $650M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCIP's wealth management fee is based on a percentage of your portfolio's value, charged quarterly. The fee can be up to 1.40% per year, depending on the complexity of your situation, the amount you invest, and your overall relationship with WCIP. Fees may be negotiable. WCIP may include certain transaction fees in its overall investment advisory fee.
Location
35 Dyer Street, Portsmouth, RI, 02871
Get directionsHistory
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 →Other Business Activities
Nolan works as an operations/client service associate for Wealth Care Investment Partners, a registered investment advisor (RIA). This role requires nearly full-time commitment.
Employment History
Current Registrations
Wealthcare Investment Partners LLC
Private Client Services, LLCBroker
State Registrations1 state
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.