Nicholas Redshaw is a registered investment advisor at Fragasso Financial Advisors, based in Sewickley, PA, with 5 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,205 clients with $2.8B 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.45% |
| $20M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Location
2200 Georgetown Drive, Suite 302, Sewickley, PA, 15143
Get directionsHistory
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
Nicholas works as a Financial Planning Analyst at Fragasso Financial Advisors. He dedicates full-time hours to this role.
Employment History
Current Registrations
Fragasso Financial Advisors
Private Client Services, LLCBroker
Previous Registrations
Hefren-Tillotson, INC.
Hefren-Tillotson, INC.Broker
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.