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Nix Wealth Management
Nix Wealth Management is a Registered Investment Advisor and fiduciary firm that provides personalized investment advice, unique individual portfolios of...
Overview
Nix Wealth Management is a Registered Investment Advisor and fiduciary firm that provides personalized investment advice, unique individual portfolios of stocks and bonds, and attentive portfolio management. The firm is fee-only, charging a percentage of holdings with no commissions, and offers retirement and tax planning including a proprietary retirement model for asset management clients.
General information
Firm type
Multi Family Office
Year founded
1995
Location
City
Sacramento
Principals
Joseph B. Nix III
Principal, Founder
Joseph B. Nix IV
CFP®, Investment Advisor Representative
Jesse C. Nix
CFP®, Investment Advisor Representative
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