Nicholas Taber is a CFP-designated registered investment advisor at Vision Retirement, based in Ridgewood, NJ, with 8 years of industry experience. Nicholas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,119 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee is 1.25% for standard fiduciary investment management, and up to 2.5% for wrap fee program accounts. Automated investing through VR Robo is charged at a flat 0.75%.
Fee Estimator
Location
171 East Ridgewood Avenue, Suite 205, Ridgewood, NJ, 07450
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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 →Other Business Activities
Nicholas operates his LPL business under the DBA Ridgewood Financial Advisors. He also provides investment advisory services through Vision Retirement LLC, an independent investment advisor firm, dedicating about two-thirds of his time to this activity.
Employment History
Current Registrations
Vision Retirement
LPL Financial LLCBroker
Previous Registrations
John Hancock Distributors 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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