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Nicholas Schubeler

6 Years of Experience
Centerville, OH

Nicholas Schubeler is a registered investment advisor at The Private Investment Group, INC., based in Centerville, OH, with 6 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 164 clients with $160M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
164 clients
Average Client Portfolio
$958K average
Assets Under Management
$157.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

The Private Investment Group charges an annual fee based on a percentage of the value of your portfolio. These fees typically range from 0.60% to 1.25%. The specific fee is negotiated based on the complexity of your financial situation, the amount you invest, and other factors.

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Location

800 East Franklin Street, Centerville, OH, 45459

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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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Employment History
Current Registrations
The Private Investment Group, INC.
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
First Financial Capital Advisors LLC
December 2009 - October 2010 · 10 mos
State Registrations1 state
OH
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.