Nicholas Bellia is a registered investment advisor at Newport Capital Group, LLC, based in Red Bank, NJ, 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 Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 252 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
The schedule is subject to a minimum annual fee of $25,000. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
12 Broad Street, 5th Floor, Red Bank, NJ, 07701
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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 Activities
Since 2012, Nicholas has been a senior associate at Viridian, a non-investment related electric and gas utility. He spends minimal time growing the business in deregulated states.
Employment History
Current Registrations
Newport Capital Group, LLC
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.
Exams
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