Nicholas Daddona
Nicholas Daddona is a registered investment advisor at Sowell Management, based in North Little Rock, AR, with 11 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 6,572 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sowell Management charges an annual fee based on the value of your portfolio. This fee can be up to 2.5% per year, but the exact amount depends on the size and composition of your portfolio, the services you receive, and the specific investment advisor representative you work with. Fees are typically charged in advance, but can also be billed after the fact. The fee may be negotiable.
Location
5320 Northshore Drive, North Little Rock, AR, 72118
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Regulatory History (1)
Employment Separation After Allegations
June 2020Other Business ActivitiesSells Insurance
Nicholas is the owner and president of Southcoast Insurance Group since 2013. He dedicates nearly full-time hours to this investment-related insurance business.
Employment History
Current Registrations
Sowell Management
Previous Registrations
Allstate Financial Services, LLCBroker
Nylife Securities LLCBroker
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.