Nicholas Zerillo
Nicholas Zerillo is a registered investment advisor at N.E.W. Advisory Services, LLC, based in Green Bay, WI, with 25 years of industry experience. Nicholas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,862 clients with $1.6B 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 $50K | 1.50% |
| $50K - $100K | 1.40% |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.13% |
| $3.0M - $4.0M | 1.11% |
| $4.0M - $5.0M | 1.09% |
| $5.0M - $7.5M | 1.05% |
| $7.5M+ | 1.00% |
Fees are negotiable. Accounts held direct with a product sponsor are charged a flat 0.75%.
Fee Estimator
Location
801 Hoffman Road, Suite 112, Green Bay, WI, 54301
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
Nicholas is a managing member of Sovereign Financial Group, LLC, a non-investment business involving rental income from subleasing office space, spending minimal time on it. He is also an IAR under N.E.W. Advisory Services LLC, an independent representative with various insurance carriers for fixed insurance sales, and an elder/board member at Central Church.
Employment History
Current Registrations
Geneos Wealth Management, INC.Broker
N.E.W. Advisory Services, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations5 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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