NT
CFA
NT
CFA

Nicholas Thurwanger

6 Years of Experience
Columbia, MO

Nicholas Thurwanger is a CFA-designated registered investment advisor at Eagle Bluffs Wealth Management LLC, based in Columbia, MO, with 6 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 150 clients with $230M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
150 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$230.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.80%
$1.0M - $2.0M0.60%
$2.0M - $5.0M0.40%
$5.0M - $10.0M0.35%
$10M+0.30%

Fees may be negotiable.

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

2201 Old 63 South, Columbia, MO, 65201

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Eagle Bluffs Wealth Management LLC
November 2019 - Present · 6 yrs 5 mos
State Registrations2 states
MOTX
Advisor

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.

Exams
No exam information available for this advisor.