Christopher Nicolich is a registered investment advisor at Veritas Wealth Advisors, LLC, based in Baton Rouge, LA. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 23 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Veritas Wealth Advisors charges an annual investment management fee based on a percentage of the value of the assets managed. The fees vary depending on the amount of assets under management and the investment program selected. For clients using both investment management and financial planning services, the minimum annual fee is $10,000. Fees may be negotiable.
Location
Baton Rouge, LA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Veritas Wealth Advisors, LLC
State Registrations1 state
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