Nicholas Trappey is a CFP-designated registered investment advisor at Thirtynorth Investments, LLC, based in Monroe, LA, with 16 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 155 clients with $340M 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 $2.5M | 1.00% |
| $2.5M+ | 0.50% |
For accounts open prior to 8/29/2016 pre-existing fee schedules may still apply. The Company may choose to charge a reduced rate based upon circumstances.
Fee Estimator
Location
1900 Lamy Lane, Suite A, Monroe, LA, 71201
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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 a manager of Trappey Land Holdings, LLC, a rental/lease property ownership business, since 2018. He spends minimal time on this activity.
Employment History
Current Registrations
Thirtynorth Investments, LLC
Previous Registrations
Pelican Wealth Management
Summit Financial Wealth Advisors
Fpl Asset Management, LLC
Fiduciary Investment Consultants, LLC
Chase Investment Services CORP.
United Planners' Financial Services of America a Limited Partner
State Registrations2 states
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