Valerie
Nichols
Smith & Howard Wealth Management, LLC
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About this Advisor
Valerie Nichols is a financial advisor based in Atlanta, Georgia, working with Smith & Howard Wealth Management, LLC. Valerie has previously held positions at Suntrust Bank, Suntrust Advisory Services, and Smith & Howard Wealth Management, LLC. Valerie is registered to provide services in Georgia. Currently, Valerie is part of Smith & Howard Wealth Management, LLC, which operates out of Atlanta, Georgia. The firm has 11 employees and manages assets totaling $502.5 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Smith & Howard Wealth Management, LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Smith & Howard Wealth Management, LLC Brokerage Details
$502,536,922
11
640
$785,214
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Valerie Nichols Work History
Smith & Howard Wealth Management, LLC
Suntrust Advisory Services
Suntrust Bank
Disclosures
Please visit the SEC profile of Valerie Nichols to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Smith & Howard Wealth Management, LLC
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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