NP
NP

Nickolas Pidgorodetskiy

2 Years of Experience
Lexington, KY
Sells Insurance

Nickolas Pidgorodetskiy is a registered investment advisor at Abri LLC, based in Lexington, KY, with 2 years of industry experience. Nickolas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 271 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
271 clients
Average Client Portfolio
$422K average
Assets Under Management
$114.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $3.0M1.00%
$3M+0.80%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

333 E Short St., #210, Lexington, KY, 40507

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Nickolas works as an insurance agent, dedicating a few hours per week to insurance sales. He also owns rental property and spends minimal time managing it.

Employment History
Current Registrations
Abri LLC
December 2023 - Present · 2 yrs 5 mos
State Registrations1 state
KY
Advisor

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.
Nickolas Pidgorodetskiy - Financial Advisor | TrueAdvisor