Nikolas Daboin is a registered investment advisor at Tip Group LLC, based in Houston, TX, with 1 years of industry experience. Nikolas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 372 clients with $59M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
TIP Group charges up to 0.90% annually for portfolio management. When utilizing third-party managers like AssetMark, total fees may reach up to 1.05% for managed portfolios or up to 2.00% when including AssetMark proprietary funds.
Fee Estimator
Location
1800 W. Loop S Suite 1800, Houston, TX, 77027
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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
Nikolas works as an insurance agent (Financial Strategist) for The Fitzpatrick Group since October, earning commission from non-variable life and annuities sales. The commission comes directly from the insurance company, OneAmerica.
Employment History
Current Registrations
Tip Group LLC
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.
Exams
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