Nick Hubbard
Nick Hubbard is a registered investment advisor at Colorado Financial Service Corporation, based in Forsyth, MT, with 28 years of industry experience. Nick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 188 clients with $84M 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 | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable. Amounts over $2,500,000 are negotiable.
Fee Estimator
Location
775 Main Street, Forsyth, MT, 59327
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 →Other Business ActivitiesSells Insurance
Nick owns Hubbard Financial, selling fixed annuities and life insurance since 2004, dedicating a few hours per week. He also owns rental property, spending minimal time on it.
Employment History
Current Registrations
Colorado Financial Service Corporation
Colorado Financial Service CorporationBroker
Previous Registrations
Rmin Securities, INC.
Rmin Securities, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations11 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
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