Kip Nichols is a registered investment advisor at Uniting Wealth Partners, based in Oklahoma City, OK. Kip 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, Retirement Planning. Their firm serves 527 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Uniting Wealth Partners charges a percentage of your portfolio annually for investment management services, paid quarterly in advance. The exact percentage depends on the complexity of your situation, the amount they manage for you, and your overall relationship with them, but it will not exceed 2.00% annually. If you invest in private funds through Uniting Wealth Partners, those assets are included when calculating the investment advisory fee. If Uniting Wealth Partners recommends using independent investment managers, the total fee you pay, including their fee and the independent manager's fee, will not exceed 2.00% annually.
Location
6303 Waterford Blvd, Suite 125, Oklahoma City, OK, 73118
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Uniting Wealth Partners
State Registrations1 state
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