Nicholas Seltun is a registered investment advisor at Cs Planning CORP, based in Portland, OR, with 16 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,819 clients with $1.3B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
52 advisors
Number of Clients
2,819 clients
Average Client Portfolio
$449K average
Assets Under Management
$1.3B
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable above $10,000,000. Minimum fee: $15,000.00
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3395 SW Garden View Ave, Portland, OR, 97225
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
March 2013Employment History
Current Registrations
Cs Planning CORP
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
O'connor Capital Advisory, LLC
June 2013 - August 2021 · 8 yrs 2 mos
Charles Schwab & CO., INC.
March 2009 - April 2013 · 4 yrs 1 mo
State Registrations2 states
CATX
Advisor
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
No exam information available for this advisor.