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Nick Riscigno

18 Years of Experience
Jacksonville, FL
Sells Insurance

Nick Riscigno is a registered investment advisor at Img Wealth Management, INC., based in Jacksonville, FL, with 18 years of industry experience. Nick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 710 clients with $210M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
710 clients
Average Client Portfolio
$295K average
Assets Under Management
$209.7M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.25%
$500K - $1.0M1.00%
$1.0M - $5.0M1.00%
$5M+0.50%

IMG's annual fee may be negotiable based on a number of factors. When using Sub-Advisors, the Client will pay additional fees up to 0.75% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8771 Perimeter Park Ct., Suite 102, Jacksonville, FL, 32216

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Nick is an independent insurance agent with Riscigno & Associates, selling insurance products and services since 2006. This activity takes about 10-20% of his time and occurs during trading hours.

Employment History
Current Registrations
Img Wealth Management, INC.
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Planmember Securities Corporation
February 2017 - March 2017 · 1 mo
Planmember Securities CorporationBroker
October 2013 - March 2017 · 3 yrs 5 mos
Veritrust Financial, LLCBroker
September 2007 - October 2013 · 6 yrs 1 mo
State Registrations2 states
FLTX
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.
Nick Riscigno - Financial Advisor | TrueAdvisor