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Grace Nicholson

Prosperity Capital Advisors

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About Grace Nicholson

Grace Nicholson is an investment advisor representative with Prosperity Capital Advisors and is licensed to provide investment advisory services in Idaho and Utah. Grace is registered with the state of Idaho as an Investment Advisor Representative (IA) and has a Series 65 license which allows her to provide investment advice to individuals and institutions. Grace has experience working with a variety of clients, including individuals, corporations, charitable organizations, and pension plans. She offers financial planning, educational seminars, and selection of other advisers to meet the needs of her clients. Grace is also a licensed insurance agent and may offer fixed insurance products, including but not limited to life insurance, annuities, disability insurance, long term care insurance, and Medicare supplements.

Firm Information

Grace Nicholson is currently registered with Prosperity Capital Advisors. Prosperity Capital Advisors is an investment advisory firm based in WESTLAKE, OH, with over 96 licensed agents and over 101 investment adviser representatives. They manage over $2.2 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides financial planning, portfolio management, and educational seminars. They also assist clients with selecting other financial advisors.
Prosperity Capital Advisors

30400 DETROIT ROAD

WESTLAKE, OH 44145

$2.25B

Assets Under Management

280

Total Clients

100

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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Grace Nicholson’s Registration & Firm History

UT

05/06/2024 - Present

Prosperity Capital Advisors (Clearfield UT)

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Licenses & Designations

IA

Issued 03/11/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Grace Nicholson.
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