Jeremy Nichols is a CFP-designated registered investment advisor at Buttonwood Wealth, based in Winchester, VA, with 22 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 406 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Buttonwood Wealth offers portfolio management through two platforms:
- Wrap Fee Program: A single, bundled fee covers portfolio management, custodial services, and transaction costs. The exact fee is negotiable, but will not exceed 1.50% annually.
- Betterment Platform: The advisory fee is 0.50% of the value of your account annually. Betterment also charges a platform fee of 0.25%.
Location
27 West Boscawen Street, Winchester, VA, 22601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeremy operates Buttonwood Wealth, LLC as a DBA for his LPL business since January 2020. He also provides investment advisory services through Buttonwood Wealth, an independent investment advisor firm, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
Buttonwood Wealth
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Invest Financial CorporationBroker
Invest Financial Corporation
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations7 states
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