NM
NM

Nicholas Miskov

28 Years of Experience
St. Louis, MO
Sells Insurance

Nicholas Miskov is a registered investment advisor at Visionary Wealth Advisors, LLC, based in St. Louis, MO, with 28 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, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,953 clients with $2.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
47 advisors
Number of Clients
3,953 clients
Average Client Portfolio
$723K average
Assets Under Management
$2.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.25%
$250K - $500K1.20%
$500K - $750K1.15%
$750K - $1.0M1.05%
$1.0M - $5.0M1.00%
$5M+1.00%

Fees negotiable above $5,000,000. Additional fees may be assessed for Model Portfolio or Model Account services: up to 0.50% if designed by VWA's Investment Committee, or between 0.20-1.50% if designed by an Independent Manager.

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

1401 South Brentwood Boulevard, Suite 700, St. Louis, MO, 63144

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Nicholas works as an insurance agent selling insurance for various insurance carriers through W&R Insurance Agencies since 2011. He also holds positions at Granico GP, Inc, Granico, LP, and LHF GP, Inc, dedicating minimal time to Granico, LP and no time to the other two.

Employment History
Current Registrations
Visionary Wealth Advisors, LLC
April 2022 - Present · 4 yrs 3 mos
Previous Registrations
LPL Financial LLC
July 2021 - April 2022 · 9 mos
LPL Financial LLCBroker
July 2021 - April 2022 · 9 mos
Waddell & Reed
September 2011 - July 2021 · 9 yrs 10 mos
Waddell & ReedBroker
September 2011 - July 2021 · 9 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2001 - October 2011 · 10 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2000 - October 2011 · 10 yrs 11 mos
Dean Witter Reynolds INC.Broker
March 1999 - November 2000 · 1 yr 8 mos
Pruco Securities CorporationBroker
October 1997 - January 1999 · 1 yr 3 mos
State Registrations1 state
MO
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.