A complete list of active advisors currently associated with Nicholson Wealth Management Group
Warmer can help you find a great advisor at Nicholson Wealth Management Group or one who fits your needs even better.
Nicholson Wealth Management Group provides personalized financial planning and both discretionary and non‑discretionary investment advisory services to individuals — including high net worth clients — as well as family offices, trusts, estates, private foundations, endowments and qualified retirement plans. The firm’s Form ADV reports approximately $322 million in assets under management, all managed on a discretionary basis, and it delivers ongoing portfolio management and retirement-plan advisory services. The firm’s stated investment process begins with a comprehensive client assessment to establish financial condition, risk tolerance and objectives, and generally pursues long‑term strategies while employing tactical allocations when appropriate. NWMG primarily uses registered mutual funds and ETFs but may also invest in individual equities, corporate bonds, REITs and variable annuities, and it conducts ongoing account monitoring with at least annual formal reviews. The brochure discloses a notable institutional relationship with Charles Schwab, including receipt of technology, marketing and other support (including an initial support arrangement described in the ADV), and it notes the firm’s use of third‑party research and reliance on outside custodians. The ADV also discloses that some advisory personnel are licensed insurance professionals who may receive commissions, and additional firm disclosures indicate broker‑dealer registration for certain personnel and the firm’s use of third‑party ratings — features that are less common among similarly supported advisers.
To learn more about the advisors currently working at Nicholson Wealth Management Group, 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 |
|---|---|---|
Charleston, SC
| 34
| |
Charleston, SC
| 14
|
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