NC
CFP
NC
CFP

Nicholas Colaizzi

8 Years of Experience
Bridgeville, PA
May Earn Commission

Nicholas Colaizzi is a CFP-designated registered investment advisor at Waldron Private Wealth, based in Bridgeville, PA, with 8 years of industry experience. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 5 more. Their firm serves 517 clients with $5.5B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
517 clients
Average Client Portfolio
$10.6M average
Assets Under Management
$5.5B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual investment management fees vary up to 1.50% based on objective and subjective factors such as asset amount, advisement assets, complexity, and service scope. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

44 Abele Road, Suite 400, Bridgeville, PA, 15017

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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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Employment History
Current Registrations
Waldron Private Wealth
July 2018 - Present · 8 yrs 3 mos
State Registrations1 state
PA
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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