NS
NS

Nicholas John Schlagheck

6 Years of Experience
2 Disclosures
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
89 clients
Average Client Portfolio
$429K average
Assets Under Management
$38.2M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+2.50%

The annual fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Ottawa Lake, MI

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2025
Settled
Customer Dispute
May 2025
Closed-No Action
Employment History
Current Registrations
Zero Day Capital Enterprises LLC
July 2025 - Present · 7 mos
Previous Registrations
Cape Investment Advisory, INC.
August 2022 - July 2025 · 2 yrs 11 mos
Cape Securities INC.Broker
August 2022 - July 2025 · 2 yrs 11 mos
Lincoln InvestmentBroker
June 2020 - January 2022 · 1 yr 7 mos
Capital Analysts
June 2020 - January 2022 · 1 yr 7 mos
Lincoln Investment
June 2020 - January 2022 · 1 yr 7 mos
Intervest International, INC.
August 2018 - June 2020 · 1 yr 10 mos
Intervest International Equities CorporationBroker
June 2018 - June 2020 · 2 yrs
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.