Nicole Sargent
Nicole Sargent is a registered investment advisor at Entrewealth, based in Austin, TX, with 7 years of industry experience. Nicole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 119 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and depend on the client's needs and complexity of the situation.
Fee Estimator
Location
1101 Quaker Ridge Dr, Austin, TX, 78746
Get directionsHistory
Regulatory History (1)
Criminal
February 2004Other Business ActivitiesSells Insurance
Nicole sells fixed insurance products since 2021, dedicating minimal time to this activity. This activity is investment-related and conducted at the branch location.
Employment History
Current Registrations
Entrewealth
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Good Life Advisors, LLC
LPL Financial LLCBroker
State Registrations2 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.