NW
CFP
NW
CFP

Nicolle Chiou-Wen Willson

16 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
531 clients
Average Client Portfolio
$6.5M average
Assets Under Management
$3.4B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.40%
$10M+0.30%

Discounts may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$2,500
Loading...

Location

203 Redwood Shores Parkway, Suite 550, Redwood City, CA, 94065

Get directions

History

Regulatory History
Clean regulatory record

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 ActivitiesSells Insurance

Nicolle is an independent licensed insurance agent.

Employment History
Current Registrations
Team Hewins, LLC
December 2023 - Present · 2 yrs 2 mos
Previous Registrations
Guideline, INC.
October 2015 - April 2023 · 7 yrs 6 mos
Newfocus Financial Group, LLC
May 2013 - October 2015 · 2 yrs 5 mos
Lincoln Financial Advisors Corporation
August 2011 - May 2013 · 1 yr 9 mos
Heffernan Investment Advisors, INC.
April 2008 - June 2011 · 3 yrs 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Nicolle Chiou-wen Willson - Financial Advisor | TrueAdvisor