Nicholas Hebert
Nicholas Hebert is a registered investment advisor at Whittier Green Wealth Management LLC, based in Century City, CA, with 6 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Education Planning, and 7 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Location
1801 Century Park East, Century City, CA, 90067
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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 →Employment History
Current Registrations
Whittier Green Wealth Management LLC
Previous Registrations
Houlihan Lokey Capital, INC.Broker
RBC Capital Markets, LLCBroker
Gelber Securities, LLCBroker
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.
Exams
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