Nicholas Levinson is a CFP-designated registered investment advisor at Apella Wealth, based in Oakland, CA, 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 Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 6,901 clients with $8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Apella Capital offers investment management services for an annual fee based on the amount of assets managed. The maximum annual fee is 1.5%. There is a minimum account size of $500,000, but this may be waived at Apella's discretion. Apella Select clients are charged an additional fee of up to 0.25% for portfolio management services, and an additional 0.05% for tax overlay services. Apella Ascent clients pay 0.50% of assets under management.
Location
Oakland, CA
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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 associated with Park Piedmont Advisors, LLC, a registered investment advisory firm. He is also involved with fixed insurance products.
Employment History
Current Registrations
Apella Wealth
Previous Registrations
Park Piedmont Advisors LLC
Balis Lewittes & Coleman, INC.
State Registrations2 states
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