Laura Macias is a registered investment advisor at Nim Wealth Solutions, based in San Jose, CA. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 139 clients with $120M in assets under management.
Compensation
Firm Size
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Assets Under Management
Fee Structure
NIM Wealth Solutions manages investments through a wrap fee program, where all transaction fees are included. The annual fee is a percentage of your portfolio, not to exceed 2.00%. The fee is calculated based on the average daily balance of your account and is billed monthly in arrears. NIM has the discretion to determine alternative fees on a client-by-client basis.
Location
1731 Technology Dr., Ste 570, San Jose, CA, 95110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Nim Wealth Solutions
State Registrations1 state
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