A complete list of active advisors currently associated with Donald W. Nicholson & Associates Ltd
Warmer can help you find a great advisor at Donald W. Nicholson & Associates Ltd or one who fits your needs even better.
Donald W. Nicholson & Associates, Ltd. provides asset management, personal financial planning, and retirement plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and estates. Engagement Letters define each client relationship and the specific services to be provided. The firm gathers detailed financial and personal information to produce personalized profiles and typically implements asset allocation through mutual funds, ETFs, fixed income and occasional individual securities, with ongoing monitoring at least monthly and formal client reviews at least annually. Services are delivered primarily on a non‑discretionary basis, with clients able to grant limited discretionary authority by separate addendum for rebalancing, liquidity needs, or recurring distributions. The brochure highlights several features that differ from many peers: it discloses reliance on third‑party rating agencies in its investment analysis and explicitly discusses client access to borrowing (margin and pledged‑asset loans), including the related risks and the impact borrowing can have on fees and conflicts of interest. The firm also emphasizes its predominantly non‑discretionary management model and the availability of limited discretionary permissions, rather than accepting full discretionary authority for most accounts.
To learn more about the advisors currently working at Donald W. Nicholson & Associates Ltd, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Wilmington, DE
| 11
| |
Wilmington, DE
| 43
| |
Wilmington, DE
| 30
|
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