Cynthia Panian is a registered investment advisor at Nicholas Wealth Management, based in Marietta, GA, with 10 years of industry experience. Cynthia 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. Their firm serves 619 clients with $410M 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 | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Strategy fee of 0.30% is charged in addition to standard annual fees for NWM strategies.
Fee Estimator
Location
218 Roswell St Ne, Suite 200, Marietta, GA, 30060
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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 ActivitiesSells Insurance
Cynthia is affiliated with World Equity Group as a NRF, submitting business for processing. She also serves as Director of Operations at Nicholas & Company, overseeing insurance sales processing and agent licensing, dedicating a few hours per week.
Employment History
Current Registrations
Nicholas Wealth Management
Previous Registrations
Nationwide Securities, LLCBroker
Nylife Securities LLCBroker
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.