Advisor at Center Peak Financial
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Firm
Center Peak Financial
Location
Durham, NC 27713
Credentials
CFP®, Series 66
Industry experience
13 years
Nicholas Seligman is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Center Peak Financial. He previously worked at Edward Jones for 13 years. Outside of his advisory role, he is also licensed as an insurance agent. Center Peak Financial Services is a state-registered investment adviser providing discretionary and non-discretionary investment management, retirement plan advisory, financial planning, and consulting services to institutional clients and individual households. The firm emphasizes strategic asset allocation with tactical flexibility and offers specialized pension consulting and retirement-plan fiduciary services.
Based on Center Peak Financial
Based on Center Peak Financial
Financial planning fixed fees range from $2,000 to $25,000
$1 - $250,000: 1.30% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.20% $1,000,001 - $1,500,000: 1.15% $1,500,001 - $2,000,000: 1.10% $2,000,001 - $2,500,000: 1.00% $2,500,001 - $3,000,000: 0.95% $3,000,001 - $3,500,000: 0.90% $3,500,001 - $4,000,000: 0.85% $4,000,001 - $5,000,000: 0.75% $5,000,001 - $6,000,000: 0.70% $6,000,001 - $8,000,000: 0.65% $8,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Financial planning hourly fees not to exceed $500/hour; Consulting services $250 to $500 per hour
Account minimum: $250,000 Fee-only: Financial planning fixed fees range from $2,000 to $25,000; hourly fees up to $500/hour; consulting services hourly fees $250-$500/hour
5011 Southpark Drive, Suite 240
Durham, NC 27713
North Carolina · Texas
Center Peak Financial
2025 - Present (1 year)
Edward Jones
2012 - 2025 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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