Nicholas Mangione
Nicholas Mangione is a CFP-designated registered investment advisor at Perspective Wealth Management, based in Hunt Valley, MD, with 5 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 264 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.95% |
| $750K - $1000K | 0.85% |
| $1.0M - $1.5M | 0.80% |
| $1.5M+ | 0.75% |
Fees are negotiable. There is a minimum fee of $300 per quarter per client. For new clients, PWM requires a $750,000 aggregate account minimum. However, in PWM's sole discretion, PWM may waive the quarterly fee or new client account minimum and/or charge a lesser investment management fee based upon certain criteria.
Fee Estimator
Location
307 International Circle, Suite 540, Hunt Valley, MD, 21030-1439
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 ActivitiesSells Insurance
Nicholas is an insurance agent since 2020, dedicating a few hours per week to this activity. He is also a member of M6 Residential LLC, handling accounting for home rentals, and a silent member investing in real estate, NFTs, and stocks through M37 Investments, LLC.
Employment History
Current Registrations
Perspective Wealth Management
State Registrations2 states
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.