Nicholas Cohen is a CFP-designated registered investment advisor at Alaska Wealth Advisors, based in Anchorage, AK, with 10 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 629 clients with $930M 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 depending on the size of the account and other considerations.
Fee Estimator
Location
3800 Centerpoint Drive, Suite 910, Anchorage, AK, 99503
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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
Nicholas is a director and hockey coach for Alaska Allstars Hockey Association, a youth sports organization, since June 2022. He dedicates minimal time to this role, acting as a voting member to guide the organization's direction and financial resources.
Employment History
Current Registrations
Alaska Wealth Advisors
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Waddell & Reed
Waddell & ReedBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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