Nicole Pachar is a registered investment advisor at Mdx Wealth Management, based in Sugarland, TX, with 12 years of industry experience. Nicole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 111 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MDX Wealth Management's fee for managing your investments ranges between 0% and 2.5% per year. The fee is based on the value of the assets they manage and is billed monthly or quarterly, in advance. All client fees are negotiable.
Location
2245 Texas Dr, Suite 300, Sugarland, TX, 77479
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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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Nicole is the owner of Pachar Consulting LLC, an investment-related activity, dedicating about a quarter of her time. She also works as a contractor for HCI, a non-investment related activity, spending about 10-20% of her time.
Employment History
Current Registrations
Mdx Wealth Management
State Registrations4 states
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.