Nicholas Lager is a CFP-designated registered investment advisor at Tactical Wealth Planning LLC, based in Conshohocken, PA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2 clients with $3.7M 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 $1000K | 0.75% |
| $1.0M - $3.5M | 0.65% |
| $3.5M+ | 0.60% |
Clients with $750,000 to $1.5M in assets have the option to pay a flat fee of $9,000 annually. Fees are generally negotiable.
Fee Estimator
Location
200 Barr Harbor Dr., Tower Bridge Suite 400, Conshohocken, PA, 19428
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 911 Paramedic responding to pre-hospital medical emergencies, spending nearly full-time hours per week on this activity. The majority of this time is outside of trading hours and is not investment related.
Employment History
Current Registrations
Tactical Wealth Planning LLC
Previous Registrations
Empower Advisory Group, LLC
Empower Financial Services, INC.Broker
Personal Capital Advisors Corporation
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations1 state
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