Philip Valeriano is a registered investment advisor at National Wealth Management Group, LLC, based in Baldwinsville, NY, with 29 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,065 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NWMG offers investment management services where fees are charged as a percentage of your portfolio. The exact fee is determined by the advisor you work with and is based on factors like the complexity of your situation and the amount of assets being managed. Fees are negotiable, but cannot exceed 2.25% annually. Fees are paid quarterly, either in advance or after the quarter ends. There are also various programs sponsored by LPL Financial with maximum annual fees ranging from 1.35% to 2.25%.
Location
Baldwinsville, NY
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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.
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Philip is a landlord for a rental property via Air BNB and has 50% ownership in Viking Smart Slot. He also has 50% ownership in National Wealth Management, Valeriano & Son LLC, a fee-only RIA, dedicating nearly full-time hours to it.
Employment History
Current Registrations
National Wealth Management Group, LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Citigroup Global Markets INC.Broker
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.