Nicholas Ng is a CFA-designated registered investment advisor at Liberty One Investment Management, based in The Villages, FL, with 10 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 10 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
Fees are negotiable based on assets under management, complexity of client goals, and level of services rendered.
Fee Estimator
Location
The Villages, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nicholas is a salaried employee of Tranel Financial Group and provides financial planning and investment advice through Money Concepts Capital Corp. He is also the Lead Portfolio Manager and Chairperson of the Investment Committee at Liberty One Investment Management, dedicating nearly all of his time to this role. Nicholas owns Next Generation Advertising, LLC, a marketing agency, and is a General Partner/Investment Manager at Warhawk One Capital, LLC.
Employment History
Current Registrations
Liberty One Investment Management
Previous Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
State Registrations3 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.
Exams
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