Scott Nicholson is a registered investment advisor at Advize Wealth Management, based in Rochester, MI, with 17 years of industry experience. Their practice areas include Estate Planning, Retirement Planning, Tax Planning. Their firm serves 116 clients with $69M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AWM offers investment management services where fees are based on a percentage of the value of your portfolio. The maximum annual fee is 1.5%. For clients with managed balances under $500,000, AWM may charge an upfront financial planning fee between $500 and $20,000.
For existing clients, AWM charges 1.2% annually for accounts under $250k, 1.0% for accounts between $250k and $1M, and 0.9% for accounts between $1M and $2M. The maximum fee is $18,000. These fees may be negotiable.
Location
429 S. Main Street, Rochester, MI, 48307
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Scott owns rental property in Belding, MI, acquired in 2023, and spends minimal time on it. He is also an advisor at Blue Water Asset Management and a mergers & acquisition advisor at Calder Capital, LLC, spending about half his time on the latter.
Employment History
Current Registrations
Advize Wealth Management
Previous Registrations
Blue Water Asset Management
Invest Financial Corporation
Invest Financial CorporationBroker
Nml Equity Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.