Source: NICHOLSON WEALTH MANAGEMENT GROUP ADV PART 2A (2026-02-02)
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Min
Max
Disclosed Annual Rate
$0
$500,000
1.50%
$500,001
$1,000,000
1.25%
$1,000,001
$2,500,000
1.00%
$2,500,001
$5,000,000
0.90%
$5,000,001
$10,000,000
0.85%
$10,000,001
$15,000,000
0.80%
$15,000,001
$20,000,000
0.75%
$20,000,001
and above
Negotiable
Estimated Annual Advisory Fees
Portfolio Value
Estimated Annual Fee
Effective Fee Rate
$1 million
$13,750
1.38%
$5 million
$51,250
1.02%
$10 million
$93,750
0.94%
$50 million
Negotiable
Negotiable
$100 million
Negotiable
Negotiable
Actual fees may vary; other investment costs may apply.
Clients
High-Net-Worth Share of Firm Assets
78.70%
Number of High-Net-Worth Clients
82
Total Client Accounts
543
Discretionary Accounts
543
Services Offered
Services:
Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Regulatory Filings
SEC CRD Number
327001
NICHOLSON WEALTH MANAGEMENT GROUP ADV PART 2A (2026-06-02)
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NICHOLSON WEALTH MANAGEMENT GROUP ADV PART 2A (2026-02-02)
(fee schedule source)
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Nicholson Wealth Management Group's Form ADV discloses 1.50% on the first $500,000, 1.25% on the next $500,000, 1.00% on the next $1.5 million, 0.90% on the next $2.5 million, 0.85% on the next $5 million, 0.80% on the next $5 million, 0.75% on the next $5 million, and negotiable rates above $20 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #327001), Nicholson Wealth Management Group is subject to fiduciary duty under federal law.
Nicholson Wealth Management Group is headquartered in CHARLESTON, SC.
Nicholson Wealth Management Group serves 82 high-net-worth clients according to their SEC filing dated June 2, 2026. View client details ↓
According to their SEC Form ADV, Nicholson Wealth Management Group offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
Nicholson Wealth Management Group manages $322 million in client assets according to their SEC filing dated June 2, 2026.
According to their SEC Form ADV, Nicholson Wealth Management Group serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓