Nicholas Lavella is a CFP-designated registered investment advisor at Integrative Planning, INC., based in Cornelius, NC, with 9 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 412 clients with $100M 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 $750K | 1.50% |
| $750K - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.25% |
Schedule 1: Integrative Managed Accounts. Schedule 2 (Sub-Advised Accounts) has higher fees: Up to $749,999: 1.75%, $750,000 – $1,499,999: 1.50%, $1,500,000 – $2,999,999: 1.25%, $3,000,000 – $9,999,999: 1.00%, $10,000,000 – $24,999,999: 0.75%, $25,000,000+: 0.50%. All accounts will be assessed a $5/month technology fee.
Fee Estimator
Location
19520 W Catawba Ave., Suite 311, Cornelius, NC, 28031
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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
Integrative Planning, INC.
Previous Registrations
Alphastar Capital Management
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations1 state
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