Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Kolbenschlag is an Investment Advisor Representative with Crown Wealth Group LLC in CHARLOTTE, NC. Nicholas has been in the financial services industry since March 2008. Nicholas has a Series 65 license. Crown Wealth Group LLC provides advisory services to high net worth individuals, individuals other than high net worth, and pension and profit sharing plans. The firm's services include financial planning, portfolio management for individuals, and selection of other advisors. The firm's fee structure includes fixed fees, percentage of assets, and other fees.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
On-going financial planning/ personal cfo services/estate planning
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.
A percentage of the total value of assets under management is charged.
Selection of other advisers
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NC
01/29/2019 - Present
Crown Wealth Group LLC (CHARLOTTE NC)
IA
Issued 09/22/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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