Nicholas Robert Drew
Advisor at Drew Wealth Management — Portsmouth, NH
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
17 years
Location
Portsmouth, NH 03801
Drew Wealth Management
Independent
Total advisors
1Clients per advisor
81 Very HighAvg AUM per client
$1,262,844 HighHNW client ratio
52% HighNicholas Drew is the sole advisor at Drew Wealth Management, an independent, fee-only advisory firm based in Portsmouth, NH. He holds a Series 66 designation and has 17 years of industry experience, including roles at Fidelity and Edward Jones. Drew Wealth Management provides wealth management and comprehensive financial planning services to individuals and high-net-worth clients. The firm manages approximately $102 million in discretionary assets for about 81 clients, offering customized asset allocation and portfolio construction using a blend of fundamental and technical analysis, modern portfolio theory, and a mix of passive and active investment vehicles. It employs outside managers and uses a sub-advisory arrangement with 55ip to implement certain BlackRock model portfolios and automated tax-loss harvesting.
Based on Drew Wealth Management
0.50% - 1.50%
Fee-only: Fees are negotiated and charged as a percentage of assets under management from 0.50% to 1.50% annually.
Portsmouth, NH
36 Maplewood Ave
Portsmouth NH 03801
Advisors at this office
1
Florida · Louisiana · New Hampshire · Texas
17 years of industry experience
Drew Wealth Management LLC
2024 - Present • 2 years
Portsmouth, NH
Capital Design Private Wealth LLC
2021 - 2024 • 3 years
Portsmouth, NH
Fidelity Personal and Workplace Advisors
2018 - 2021 • 3 years
Boston, MA
FIDELITY Brokerage Services
2011 - 2021 • 10 years
Merrimack, NH
Edward Jones
2009 - 2011 • 2 years
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