Nicholas Wealth Management

Wealth Management Firm in Atlanta, GA

Firm Info
Address: overlook 3, 2859 Paces Ferry Rd SE Suite 420, Atlanta, GA 30339, USA
Phone: (404) 890-5606

Firm Size
Assets Under Management: $130.5 million
# of Advisors: 4
# of Clients: 1,041
Client to Advisor Ratio: 260:1
Average Account Size: $125,318
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Performance-based Fees
  • Other

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Nicholas Wealth Management Overview

Nicholas Wealth Management is a registered investment advisory firm that offers investment advice only. With headquarters in Atlanta, GA, the firm has been in business since 2021. The fee arrangement is fee-only, ensuring that clients receive unbiased advice without any conflicts of interest. The firm offers a range of services, including financial planning, portfolio management for individuals and small businesses, selection of other advisors, and educational seminars and workshops. By providing a holistic financial planning approach, the firm aims to help clients achieve their financial goals and objectives efficiently. The portfolio management services that Nicholas Wealth Management offers is customized to each client's unique needs and preferences. The firm boasts of a team of experienced professionals who combine their expertise with modern technology to provide personalized investment strategies that align with clients' objectives. The firm's educational seminars and workshops are geared towards helping individuals and small businesses enhance their financial literacy. The topics covered range from retirement planning, investment strategies, debt management, and risk management. Overall, Nicholas Wealth Management's mission is to empower individuals and businesses to make informed financial decisions that position them for long-term financial success.

NICHOLAS WEALTH MANAGEMENT is a dynamic financial services firm that serves a diverse range of clients. Whether you're an individual seeking sound investment advice or a high net worth individual who requires bespoke financial solutions, NICHOLAS WEALTH MANAGEMENT has the expertise to deliver tailored services that meet your unique needs. With a deep understanding of the financial market, the firm provides insightful guidance to help clients navigate complex investment landscapes and achieve their long-term financial objectives. In terms of fee structures, NICHOLAS WEALTH MANAGEMENT offers a range of pricing models based on the service provided. Depending on your needs, you can choose from percentage of assets under management (AUM) pricing, hourly fees, performance-based fees, and other types of fees. This flexibility allows clients to select a pricing structure that works best for them and enables them to get value for money. Whether you're looking for ongoing financial management or a one-off consultation, NICHOLAS WEALTH MANAGEMENT offers transparent pricing that ensures you're only paying for the services you require. With its commitment to delivering exceptional client service and innovative financial solutions, NICHOLAS WEALTH MANAGEMENT is the ideal partner for achieving your financial goals.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Nicholas Wealth Management does not mention an investment minimum.

How This Office Can Help Atlanta, GA Residents

Nicholas Wealth Management is a leading financial advisory firm that specializes in providing comprehensive wealth management solutions to clients in Atlanta, GA. The firm's team of experienced financial advisors works closely with clients to understand their specific financial goals and objectives and develop a detailed financial plan to help them achieve those goals. For clients living in Atlanta, GA, Nicholas Wealth Management offers a range of financial planning services, including retirement planning, tax planning, estate planning, investment management, and risk management. Many Atlanta residents face unique financial challenges, such as high housing costs, high transportation costs, and a competitive job market. Nicholas Wealth Management works with clients to develop a personalized financial plan that takes these factors into account and helps them achieve financial security and stability. Whether it's investing for retirement, managing debt, or planning for the future, Nicholas Wealth Management's team of experts can help clients navigate the complex world of finance and achieve their financial goals.


Services Offered by Nicholas Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Nicholas Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Performance-based Fees
Other
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location overlook 3, 2859 Paces Ferry Rd SE Suite 420, Atlanta, GA 30339, USA
Phone (404) 890-5606
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Nicholas Wealth Management is registered to service clients in the following states:

  • Florida
  • Georgia
  • Texas

Disciplinary History

Nicholas Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.