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Nicholas Casatelli

Woodstock Wealth Management, INC.
8 Years of Experience
Houston, TX
Sells Insurance
View SEC Summary
View SEC Summary

Nicholas Casatelli is a registered investment advisor at Woodstock Wealth Management, INC., based in Houston, TX, with 8 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 3 more. Their firm serves 1,586 clients with $730M in assets under management.

Woodstock Wealth Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,586 clients
Average Client Portfolio
$458K average
Assets Under Management
$726.6M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The annual fee for the Managed Account Program is negotiable and will not exceed 2.50%. The Performance Fee Program charges a standard 1% annual portfolio fee plus up to 20% performance fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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View Full SEC Brochure

Location

12258 Queenston Blvd, Suite F, Houston, TX, 77095

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Nicholas is a sole proprietor offering and selling non-securities insurance, dedicating minimal time to this activity. He also acts as an IAR of a branch office under the name Covenant Wealth Management, but spends no time on this.

Employment History
Current Registrations
Woodstock Wealth Management, INC.
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
Awm Financial Services INC.
April 2019 - May 2021 · 2 yrs 1 mo
AXA Advisors, LLCBroker
October 2017 - October 2018 · 1 yr
State Registrations2 states
NMTX
Advisor

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
No exam information available for this advisor.
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