Nikola Novakovic
Nikola Novakovic is a registered investment advisor at Park Avenue Securities LLC, based in San Diego, CA, with 11 years of industry experience. Nikola operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.
Location
5280 Carroll Canyon Road, Suite 300, San Diego, CA, 92121
Get directionsHistory
Regulatory History (2)
Financial
February 2018Judgment / Lien
January 2017Other Business Activities
Nikola is co-owner of Delije LLC and Rokamo LLC, and also involved with AMNNEA LLC, which may buy real estate for Guardian/PAS business. Each of these activities requires minimal time and is not investment-related.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations18 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.