Nicholas Lampone is a registered investment advisor at Pine Valley Investments, based in Marlton, NJ, with 26 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,809 clients with $2.2B 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 $2.0M | 1.80% |
| $2.0M - $20.0M | 1.50% |
| $20.0M - $100.0M | 1.20% |
| $100M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
10 E. Stow Rd., Suite 200, Marlton, NJ, 08053
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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 Activities
Nicholas is the Founder and President of Sabio Industrial, LLC, a general contracting LLC, since 2017. He dedicates minimal time to this activity.
Employment History
Current Registrations
Pine Valley Investments
Previous Registrations
Dt Investment Advisors
Dalzell Trading, LLCBroker
Boenning & Scattergood, INC.Broker
Janney Montgomery Scott LLCBroker
Knight Securities, L.P.Broker
Vanguard Marketing CorporationBroker
State Registrations1 state
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