Nicholas Romano is a registered investment advisor at Eagle Wealth Advisors, based in Westport, CT, with 2 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 101 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Wealth Advisors charges a fee based on a percentage of the value of your investments. The fees are negotiable and on average range from 1.00% to 1.50% annually, charged quarterly in advance. On a client's explicit request, Eagle Wealth Advisors can offer the use of Third-Party Managers for portfolio management services, with a wrap fee ranging from 1.08% to 2.82%.
Location
Westport, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Eagle Wealth Advisors
State Registrations1 state
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