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Nicholas Folger

3 Years of Experience
Washington, DC
Broker

Nicholas Folger is a registered investment advisor at Folger Nolan Fleming Douglas Incorporated, based in Washington, DC, with 3 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 471 clients with $860M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
21 advisors
Number of Clients
471 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$857.7M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.30%

The annual advisory fee is 0.30% on equity positions and 0.10% on fixed income positions (and no management fees on cash or cash equivalent positions, including U.S. Treasuries). Fees may be negotiable.

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

725 15th Street Nw, Washington, DC, 20005-2109

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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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Other Business Activities

Nicholas works as a portfolio manager at Folger Nolan Fleming Douglas Capital Management Inc. since February 2022, dedicating full-time hours to securities research and investment management.

Employment History
Current Registrations
Folger Nolan Fleming Douglas Incorporated
June 2022 - Present · 3 yrs 10 mos
Folger Nolan Fleming Douglas IncorporatedBroker
April 2022 - Present · 4 yrs
State Registrations3 states
DCMDVA
AdvisorBrokerBoth

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.