Nicholas Taber is a registered investment advisor at Vision Retirement, based in Ridgewood, NJ, with 7 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, Insurance Planning, and 2 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
Vision Retirement offers Fiduciary Investment Management services, where they rely on third-party intellectual property for investment allocations and strategies. They also offer Robo-Investment Management (VR Robo) through Betterment LLC, which provides automated investing with guidance from a financial advisor. The fees for Fiduciary Investment Management have a maximum of 1.25% of the dollars invested. Robo Investment Management is a fixed percentage of 0.75% of the account value.
Location
171 East Ridgewood Avenue, Suite 205, Ridgewood, NJ, 07450
Get directionsHistory
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.