Nickolas Reilly is a CFP-designated registered investment advisor at One Day Wealth, based in Seattle, WA, with 10 years of industry experience. Nickolas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 46 clients with $34M 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 | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.15% |
For those who have less than $250,000 of investable assets with One Day Wealth, they may be subject to a 1.25% management fee on the first $250,000 of assets under management. The annual fees are negotiable.
Fee Estimator
Contact
Nickolas Reilly
Location
Seattle, WA
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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
Nickolas owns and operates One Day Solutions LLC, providing technology and business consulting services. This requires minimal time and is not investment-related.
Employment History
Current Registrations
One Day Wealth
Previous Registrations
Savvy
Columbia Advisory Partners, LLC
Cornerstone Advisors INC
Wells Fargo Advisors, LLC
State Registrations1 state
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