Nicholas Daniels
Nicholas Daniels is a registered investment advisor at Advisory Services Network, based in Moorestown, NJ, with 1 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, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B 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 | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
505 S Lenola Rd STE 110, Moorestown, NJ, 08057
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 ActivitiesSells Insurance
Nicholas is an enrolled agent doing tax preparation for Apex Tax Advisors, LLC, dedicating full-time hours during tax season and about 10-20% of his time outside of tax season. He is also an independent insurance agent selling and servicing life/fixed insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Advisory Services Network
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.