Nicholas Laverghetta is a CFP-designated registered investment advisor at Ncm Capital Management, LLC, based in Ramsey, NJ, with 23 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 252 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.20% |
| $10M+ | 1.20% |
Rates shown reflect the higher end of the standard investment management and wealth management ranges disclosed by the firm. Fees vary based on investment strategy and holdings, and are negotiable for accounts over $10 million.
Fee Estimator
Contact
Nicholas Laverghetta
Location
180 East Main Street, Ramsey, NJ, 07446
Get directionsHistory
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 →Employment History
Current Registrations
Ncm Capital Management, LLC
Previous Registrations
Brinton Eaton
Strategic Advisers, INC.
State Registrations2 states
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
Additional Information
Nick resides in Bergen County, New Jersey with his wife, Kelly and 3 children. He enjoys spending time with his family at the New Jersey shore, playing a lot of basketball, golf, and tennis, and loves coaching his kid's youth sports teams.
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