Nicholas Wealth Management Fees & Minimum

Overview

Headquarters: Marietta, GA
Total Firm Assets: $740 million
Average High-Net-Worth Client Portfolio Size: $1.9 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: ADV PART 2A-NICHOLAS WEALTH MANAGEMENT (2026-04-24) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.50%
$1,000,001	$3,000,000	1.25%
$3,000,001	and above	1.00%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$15,000	1.50%
$5 million	$60,000	1.20%
$10 million	$110,000	1.10%
$50 million	$510,000	1.02%
$100 million	$1,010,000	1.01%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 11.35%
Number of High-Net-Worth Clients: 44
Total Client Accounts: 2,250
Discretionary Accounts: 2,250

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number: 282635

ADV PART 2A-NICHOLAS WEALTH MANAGEMENT (2026-04-24) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Nicholas Wealth Management