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Nicholas Tilson

11 Years of Experience
San Francisco, CA

Nicholas Tilson is a registered investment advisor at Sigfig Wealth Management LLC, based in San Francisco, CA, 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 Investment Management. Their firm serves 106,361 clients with $3.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
106,361 clients
Average Client Portfolio
$34K average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Management fee is generally no greater than 0.50% of assets under management. Client fee arrangements vary and SigFig may exercise discretion in determining fees depending on aspects of the Client relationship and other factors, including but not limited to promotions.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2443 Fillmore Street, Suite 380-1512, San Francisco, CA, 94115

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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
Sigfig Wealth Management LLC
June 2024 - Present · 1 yr 10 mos
Previous Registrations
MML Investors Services, LLCBroker
February 2024 - March 2024 · 1 mo
MML Investors Services, LLC
February 2024 - March 2024 · 1 mo
Tri-Ad Capital Management I, LLC
June 2023 - January 2024 · 7 mos
Cetera Advisor Networks LLC
June 2022 - May 2023 · 11 mos
Cetera Advisors LLCBroker
June 2022 - May 2023 · 11 mos
Cetera Advisor Networks LLCBroker
June 2022 - May 2023 · 11 mos
Cetera Financial Specialists LLCBroker
June 2022 - May 2023 · 11 mos
Cetera Investment Services LLCBroker
June 2022 - May 2023 · 11 mos
First Allied Securities, INC.Broker
June 2022 - September 2022 · 3 mos
J.P. Morgan Securities LLCBroker
November 2020 - April 2022 · 1 yr 5 mos
J.P. Morgan Securities LLC
November 2020 - April 2022 · 1 yr 5 mos
Jpmorgan Distribution Services, INC.Broker
February 2016 - January 2020 · 3 yrs 11 mos
Nationwide Investment Services CorporationBroker
May 2013 - February 2016 · 2 yrs 9 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.
Nicholas Tilson - Financial Advisor | TrueAdvisor