Assets Under Management
$413.7M
Number of Clients
619
Number of Advisors
9
Average Client AUM
$668K
AUM per Advisor
$46.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Nicholas Wealth Management provides ongoing portfolio management services based on client goals, objectives, time horizon, and risk tolerance. They also offer financial planning services covering investment planning, insurance, tax concerns, retirement, college, and debt/credit planning. NWM may direct clients to third-party investment advisers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are generally negotiable. An additional 0.30% fee is charged for certain strategies, resulting in total fees of 1.80%, 1.55%, and 1.30% respectively.
218 Roswell St Ne, Suite 200, Marietta, GA, 30060