Nicholas Toman
Nicholas Toman is a CFP-designated registered investment advisor at John F Suby Wealth Management LLC, based in Madison, WI, with 16 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 196 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee ranges from 0.30% to 1.00% of assets under management. Fees are negotiable and vary by client.
Fee Estimator
Location
2901 West Beltline Hwy, Suite 201, Madison, WI, 53713
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nicholas is a licensed insurance agent appointed with various insurance companies. This activity is not investment related.
Employment History
Current Registrations
John F Suby Wealth Management LLC
Previous Registrations
Trek Financial
Empowered Financial Investments, LLC
U.S. Bancorp Investments, INC.Broker
Savant Capital Management
Country Capital Management CompanyBroker
First Investors CorporationBroker
State Registrations1 state
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
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