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James Nicholson is a registered investment advisor representative with Hightower Advisors, LLC. James Nicholson has been in the industry for 10 years and has been with Hightower Advisors, LLC since November 2021. James Nicholson is licensed to provide investment advice in Florida. James Nicholson is also a registered investment advisor representative with the firm in Florida. James Nicholson has experience in providing financial planning and portfolio management for businesses and individuals. James Nicholson specializes in providing services to individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, insurance companies, and pension and profit-sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
FL
11/14/2024 - Present
Hightower Advisors, LLC (Punta Gorda FL)
Active
Inactive
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