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Nicholas R. Redshaw

5 Years of Experience
Broker
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
2,126 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10.0M - $20.0M0.45%
$20M+0.30%

Fees are negotiable at the discretion of FFA.

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

2200 Georgetown Drive, Suite 302, Sewickley, PA, 15143

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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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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
April 2022 - Present · 3 yrs 10 mos
Private Client Services, LLCBroker
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Hefren-Tillotson, INC.
February 2021 - April 2022 · 1 yr 2 mos
Hefren-Tillotson, INC.Broker
June 2020 - April 2022 · 1 yr 10 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.