Advisor at Tencap Wealth Coaching
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Tencap Wealth Coaching
Location
South Jordan, UT 84095
Credentials
Series 65
Industry experience
6 years
Nicholas Carrigan is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Tencap Wealth Coaching, a team-based firm, and previously operated as a sole proprietor. Outside of his advisory role, he owns Wealtharbor, LLC, which provides business consulting to advisors and offers fixed insurance products. Tencap Wealth Coaching delivers discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, and retirement plan sponsors. The firm emphasizes tailored asset management based on client goals and risk tolerances and maintains co-advisory relationships with other investment advisers.
Based on Tencap Wealth Coaching
Based on Tencap Wealth Coaching
Financial planning fees up to $10,000, negotiable and based on complexity.
$0 - $500,000: 1.15% $500,000 - $1,000,000: 1.05% $1,000,000 - $4,000,000: 0.75% $4,000,000+: 0.50%
Independent insurance agents affiliated with the firm may earn commissions for insurance products in addition to advisory fees.
Account minimum: $300,000
1314 West 11400 South, Suite 201
South Jordan, UT 84095
North Dakota · Texas · Utah
Nicholas Carrigan, Sole Proprietor
2021 - 2022 (1 year)
Wealtharbor, LLC
2020 - Present (6 years)
Tencap Wealth Coaching, LLC
2020 - Present (6 years)
Kpmg
2020 - 2020 (1 year)
Full-Time Student
2009 - 2020 (11 years)
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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