Nicole Karamales is a registered investment advisor at Hmv Wealth Advisors, LLC, based in Shreveport, LA, with 3 years of industry experience. Nicole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 113 clients with $460M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
All accounts for members of the client’s family (husband, wife and dependent children) or related business may be assessed fees based on the total balance of all accounts.
Fee Estimator
Location
333 Texas Street, Suite 1525, Shreveport, LA, 71101
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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 →Other Business Activities
Nicole works as an administrative assistant for Heard, McElroy & Vestal, an accounting firm, since January 2021. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Hmv Wealth Advisors, LLC
State Registrations2 states
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