Nikola Lalovic is a registered investment advisor at Lesko Securities, INC., based in Vestal, NY, with 5 years of industry experience. Nikola is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,171 clients with $730M 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 $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.80% |
| $2.0M - $2.5M | 0.70% |
| $2.5M - $3.0M | 0.60% |
| $3.0M - $3.5M | 0.55% |
| $3.5M+ | 0.50% |
Fees are generally negotiable. American Funds 529 F-2 share class programs are charged at a flat annual rate of 0.45%.
Fee Estimator
Location
400 Plaza Dr, Suite A, Vestal, NY, 13850
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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
Nikola is the Chief Operating Officer for Critical Consults, a telemedicine company providing specialist advice to veterinarians, and owns 25% of the business. This takes about a quarter of Nikola's time, with a few hours per week during securities trading hours.
Employment History
Current Registrations
Lesko Securities, INC.
Lesko Securities INC.Broker
Lesko Securities INC.
State Registrations6 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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