Unclaimed
Nicholas Starkweather is a financial advisor who specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. He currently works at Fisher Investments, a firm with over $298 billion in assets under management. Nicholas has been a registered investment advisor since January 2021, and he is licensed in Texas. He is also a graduate of LSU. He has a broad background in investment advising and works with clients to create customized financial plans. Nicholas Starkweather is dedicated to helping clients reach their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
01/21/2021 - Present
Fisher Investments (PLANO TX)
IA
Issued 01/08/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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