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Donald W. Nicholson & Associates Ltd.

Headquartered in WILMINGTON, DE

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Firm Information

Donald W. Nicholson & Associates Ltd. is an investment advisor registered with the SEC. They provide financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. The firm manages approximately $178,257,195 in assets for 501 clients, primarily high-net-worth individuals, trusts, and individuals other than high-net-worth. They also serve charitable organizations. Their main office is located in Wilmington, Delaware.

Donald W. Nicholson & Associates Ltd.

1403 SILVERSIDE RD

WILMINGTON, DE 19810

$178.26M

Assets Under Management

5

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

DONALD W. NICHOLSON & ASSOCIATES LTD. has a total of 2 branch locations across the country.

Advisors at Donald W. Nicholson & Associates Ltd.

View All 2 Advisors

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Disclosures

There are no public disclosures for Donald W. Nicholson & Associates Ltd..

Frequently Asked Questions (10)

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