Nicolas Tabellion
Nicolas Tabellion is a registered investment advisor at The Wealth Consulting Group, based in San Jose, CA, with 22 years of industry experience. Nicolas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 12,424 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCG Wealth Advisors charges a percentage of your portfolio's value as an advisory fee. The exact fee is determined by your advisor and can vary based on factors like the amount you invest, the complexity of your situation, and the services you need. The fee will be listed in your investment management agreement. WCG also offers access to various investment platforms through LPL Financial, Schwab, and Fidelity, each with its own fee structure.
Location
1340 Lincoln Ave, San Jose, CA, 95125
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2009Other Business Activities
Nicolas operates under Stonebridge Global Investments as a DBA for his LPL business, dedicating about a quarter of his time. He also provides investment advisory services through Mariner Independent Advisor Network LLC, spending nearly full-time hours on this activity.
Employment History
Current Registrations
The Wealth Consulting Group
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Mariner Advisor Network
Strategic Wealth Advisors Group
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations18 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.