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Nicholas Webb

Advice and Planning Services
6 Years of Experience
State College, PA
1 DisclosureBroker
View SEC Summary
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Nicholas Webb is a registered investment advisor at Advice and Planning Services, based in State College, PA, with 6 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 Estate Planning, Investment Management, Retirement Planning. Their firm serves 72,503 clients with $38B in assets under management.

Advice and Planning Services
Compensation
Fee-Only (% of Portfolio)
Firm Size
1692 advisors
Number of Clients
72,503 clients
Average Client Portfolio
$523K average
Assets Under Management
$37.9B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.15%

Rates vary by managed account program. TIAA Portfolio Advisor uses a tiered schedule ranging from 1.15% down to 0.40% annually. Private Asset Management ranges from 0.90% down to 0.40% for blended portfolios plus transaction costs, and 0.15% for fixed income portfolios plus transaction costs.

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

Location

328 Innovation Boulevard, Suite 301, State College, PA, 16803

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History

Regulatory History (1)
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Financial
August 2022
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Advice and Planning Services
October 2022 - Present · 4 yrs
Tiaa-Cref Individual & Institutional Services, LLC
October 2022 - Present · 4 yrs
Tiaa-Cref Individual & Institutional Services, LLCBroker
October 2022 - Present · 4 yrs
Previous Registrations
Citizens Securities, INC.
October 2021 - September 2022 · 11 mos
Citizens Securities, INC.Broker
June 2021 - September 2022 · 1 yr 3 mos
Citizens Securities, INC.Broker
September 2019 - December 2020 · 1 yr 3 mos
State Registrations5 states
DENJNYPAVA
AdvisorBrokerBoth

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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