Nicholas Coppola is a CFA-designated registered investment advisor at Power Wealth Management, based in Alpharetta, GA, with 14 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 222 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Fees are negotiable and may range up to 0.90% annually based on various factors.
Fee Estimator
Location
2400 Lakeview Pkwy, Suite 675, Alpharetta, GA, 30009
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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 works as a part-time consultant for Henderson Ridge Consulting, providing consulting services in the utility industry. He dedicates minimal time to this activity, performing research and analysis.
Employment History
Current Registrations
Power Wealth Management
Previous Registrations
Mercer Global Advisors INC.
Kays Financial Advisory CORP
Irc Securities LLCBroker
Pulse Trading, INC.Broker
Tradeweb L.L.CBroker
State Registrations1 state
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.