Nickolas Magora
Nickolas Magora is a registered investment advisor at Osaic Wealth, INC., based in Westerville, OH, with 17 years of industry experience. Nickolas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
670 Meridian Way, Westerville, OH, 43082
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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 ActivitiesSells Insurance
Nickolas is an advisor/agent/owner of LC Wealth Management - Insurance Broker, providing LTC, fixed annuities, and life insurance, and referring clients for property and casualty insurance, dedicating minimal time to this. He also owns LC Wealth Management LLC and is an Investment Advisor Representative at Signature Equity Partners, LLC, dedicating full-time hours to each.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Signature Equity Partners, LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Tcp Asset Management, LLC
United Planners' Financial Services of America a Limited PartnerBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
The Huntington Investment Company
The Huntington Investment CompanyBroker
LPL Financial LLC
LPL Financial LLCBroker
Firstmerit Advisors, INC.
Firstmerit Financial Services, INCBroker
State Farm Vp Management CORP.Broker
State Registrations5 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.