Michael
Nix

Verity Investment Partners

CRD#2627320
Investment Advisor
in Beaufort, SC

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About this Advisor

Michael Nix is a chartered financial analyst operating out of Beaufort, South Carolina who has 2 years of industry experience. Nix is currently employed by Verity Investment Partners. Their career trajectory has included roles at Greenwood Capital Associates, LLC, Dividend Assets Capital, LLC and Verity & Verity, LLC Dba Verity Investment Partners. Nix has a Series 63 license, designating them as a securities representative, and is registered to operate in South Carolina. Verity Investment Partners is an advisory company that has its headquarters in Beaufort, SC. It has offices in three locations and a total of 13 employees. It manages $840 million in assets under management across its 713 client accounts, placing it among the bigger firms in the country by assets under management. The firm advises four charities and foundations. Of its 713 customer accounts, 67% belong to high-net-worth investors who have greater than $1 million in assets. The company performs a few services, such as financial planning services, portfolio management for individuals and small businesses and other services. A financial advisor's fee schedules usually vary depending on the type of services offered. Fee types charged by Verity Investment Partners typically consist of asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets

Office Location

2015 Boundary Street 2Nd Floor
Beaufort, SC 29902

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Verity Investment Partners Brokerage Details

Total Assets Under Management

$840,091,368

SC Average: $646,059,043
Total Number of Employees

13

SC Average: 13
Total Number of Accounts

713

SC Average: 661
Average Account Size

$1,178,249

SC Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Michael Nix Work History

Michael has been registered as a financial advisor for 2 years.*

2018 - Present (6 years)

Verity & Verity, LLC Dba Verity Investment Partners

2013 - 2018 (5 years)

Dividend Assets Capital, LLC

2001 - 2013 (12 years)

Greenwood Capital Associates, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Nix 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 Verity Investment Partners

Andrew Jones
Beaufort, SC
Jessica Rusnock
Beaufort, SC
Michael Klaiber
Beaufort, SC
Edward Taylor
Beaufort, SC
Paula Verity
Beaufort, SC
Michael Kuehn
Beaufort, SC
Jonathan Verity
Beaufort, SC
William Verity
Edwards, CO

The content in this profile was updated by SmartAsset on 4/16/2023. 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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