Nicholas
Holmes
Objectivity Squared Wealth Management
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About this Advisor
Nicholas Holmes is a financial advisor based out of Charleston, South Carolina with 3 years of relevant experience. Holmes is an advisor for Objectivity Squared Wealth Management. Holmes has gained experience at Raymond James & Associates Inc and Objectivity Squared Wealth Management. Holmes holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in South Carolina. Objectivity Squared Wealth Management is a financial advisory firm operating out of Charleston, SC. It has $337 million in assets under management among its 1,026 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 1,026 customer accounts, 27% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Objectivity Squared Wealth Management has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically depend on which services the firm provides the client. However, fees charged by Objectivity Squared Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Objectivity Squared Wealth Management Brokerage Details
$336,800,000
5
1,026
$328,265
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Nicholas Holmes Work History
Nicholas has been registered as a financial advisor for 3 years.*
Objectivity Squared Wealth Management
Raymond James & Associates Inc
*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 Nicholas Holmes 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 Objectivity Squared Wealth Management
Charleston, SC
Charleston, SC
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