Overview
Assets Under Management: $226 million
Headquarters: CHARLESTON, SC
High-Net-Worth Clients: 63
Average Client Assets: $4 million
Frequently Asked Questions
NICHOLSON WEALTH MANAGEMENT GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #327001), NICHOLSON WEALTH MANAGEMENT GROUP, LLC is subject to fiduciary duty under federal law.
NICHOLSON WEALTH MANAGEMENT GROUP, LLC is headquartered in CHARLESTON, SC.
NICHOLSON WEALTH MANAGEMENT GROUP, LLC serves 63 high-net-worth clients according to their SEC filing dated May 31, 2024. View client details ↓
According to their SEC Form ADV, NICHOLSON WEALTH MANAGEMENT GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
NICHOLSON WEALTH MANAGEMENT GROUP, LLC manages $226 million in client assets according to their SEC filing dated May 31, 2024.
According to their SEC Form ADV, NICHOLSON WEALTH MANAGEMENT GROUP, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.42
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 434
Discretionary Accounts: 434
Regulatory Filings
CRD Number: 327001
Last Filing Date: 2024-05-31 00:00:00
Website: https://dinsmorecomplianceservices.com