Nicholas Ziarek
Nicholas Ziarek is a CFA, CFP-designated registered investment advisor at Shakespeare Wealth Management, LLC, based in Pewaukee, WI, with 13 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 3 more. Their firm serves 280 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 0.50% |
Fees may be negotiable in certain limited circumstances.
Fee Estimator
Contact
Nicholas Ziarek
Location
N22 W27847 Edgewater Drive, Suite 101, Pewaukee, WI, 53072
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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.
Learn about disclosures →Other Business Activities
Nicholas is an advisory board member for a student-managed investment fund at UW-La Crosse since 2006. He is also a board member for FPA of Wisconsin and CFA Society of Milwaukee, and treasurer for Wauwatosa Jr Trojans Baseball Club.
Employment History
Current Registrations
Shakespeare Wealth Management, LLC
Previous Registrations
Pjs Investment Management
Paulahogan
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.
Exams