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Nicolas Drury

1 Year of Experience
Fort Worth, TX

Nicolas Drury is a registered investment advisor at Baynes Investment Counsel LLC, based in Fort Worth, TX, with 1 years of industry experience. Nicolas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 203 clients with $95M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
203 clients
Average Client Portfolio
$468K average
Assets Under Management
$95.0M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $200K2.00%
$200K - $500K1.50%
$500K+1.25%

Fees are generally negotiable. Qualified clients can pay 1.00% of assets under management plus 10.00% of capital appreciation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

801 Cherry Street, Ste 2310, Fort Worth, TX, 76102

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Nicolas owns Drury Properties, LLC, which currently has no assets or revenue. The company's purpose is to passively hold real estate properties in the future.

Employment History
Current Registrations
Baynes Investment Counsel LLC
April 2024 - Present · 2 yrs 1 mo
State Registrations2 states
OHTN
Advisor

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.

Exams
No exam information available for this advisor.