HN
HN

Hugh Nickola

32 Years of Experience
New York, NY

Hugh Nickola is a registered investment advisor at Gentrust, based in New York, NY, with 32 years of industry experience. Hugh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 277 clients with $5.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
277 clients
Average Client Portfolio
$18.8M average
Assets Under Management
$5.2B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual base fee varies up to 1.50% depending upon the market value of assets under management and the type of investment management services rendered. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

900 Thrid Street, 35th Floor, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Gentrust
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Old City Securities LLCBroker
September 2015 - April 2021 · 5 yrs 7 mos
J.H. Darbie & CO., INC.Broker
May 2012 - September 2015 · 3 yrs 4 mos
J.P. Morgan Securities INC.Broker
October 2008 - May 2010 · 1 yr 7 mos
J.P. Morgan Securities INC.Broker
June 1998 - October 2008 · 10 yrs 4 mos
Chase Securities INC.Broker
March 1994 - March 1997 · 3 yrs
Prudential Securities IncorporatedBroker
May 1991 - March 1994 · 2 yrs 10 mos
Salomon Brothers INC.Broker
September 1989 - October 1990 · 1 yr 1 mo
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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