Nicole Chakos is a registered investment advisor at Capstone Wealth, based in Billings, MT, with 2 years of industry experience. Nicole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 3 more. Their firm serves 154 clients with $300M 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 $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
1731 Poly Drive, Billings, MT, 59102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nicole is the President, owner, and operator of N Chakos, Incorporated, a women's clothing distributor, since 2014. She dedicates about 10-20% of her time to this business, primarily focusing on sales.
Employment History
Current Registrations
Capstone Wealth
State Registrations2 states
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