Nicholas Houston is a registered investment advisor at Bdm Investments, INC., based in Kennesaw, GA, with 3 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 40 clients with $44M 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 $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
This schedule combines BDM Investments' and Savant Wealth Management's fees.
Fee Estimator
Location
3620 Kennesaw North Ind. Pkwy, Suite A, Kennesaw, GA, 30144
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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
Bdm Investments, INC.
State Registrations1 state
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