Nicholas Michels
Nicholas Michels is a registered investment advisor at Michels Family Financial, LLC, based in Fort Worth, TX, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 410 clients with $350M 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 $250K | 1.35% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Advisory fees are negotiable. Clients may also opt for a fixed fee rate.
Fee Estimator
Location
6000 Western Place, Suite 380, Fort Worth, TX, 76107
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2015Other Business Activities
Nicholas owns Nick Michels Basketball, providing private basketball skills training and camps, but dedicates no time to it. He also owns The Michels Corporation, a charitable giving foundation, dedicating minimal time to it.
Employment History
Current Registrations
Michels Family Financial, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
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.