Nicole Wasiakowski
Nicole Wasiakowski is a registered investment advisor at Brightside Wealth Planning, LLC, based in Center Valley, PA, with 21 years of industry experience. Nicole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 183 clients with $74M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brightside Wealth Planning's investment management fee is based on the value of your portfolio and ranges from 0.40% to 1.50% per year. The exact percentage depends on the size and composition of your portfolio, the services you receive, and who provides the services. The fee is calculated monthly based on the average daily balance. Brightside Wealth Planning may negotiate a lower fee based on certain criteria.
Location
3477 Corporate Parkway, Suite 100, Center Valley, PA, 18034
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 Activities
Nicole is a fundraising coordinator for St. Thomas More Soccer Club, a non-profit organization, dedicating minimal time to this role. Her duties include organizing and managing club fundraisers.
Employment History
Current Registrations
Brightside Wealth Planning, LLC
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
Sei Investments Distribution CO.Broker
Sei Investments Management CORP
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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.