Ian Sears is a registered investment advisor at Nicholas Wealth Management, based in Marietta, GA, with 1 years of industry experience. Ian 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. Their firm serves 619 clients with $410M 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 | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Strategy fee of 0.30% is charged in addition to standard annual fees for NWM strategies.
Fee Estimator
Location
218 Roswell St Ne, Suite 200, Marietta, GA, 30060
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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
Nicholas Wealth Management
State Registrations1 state
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