Nicholas Perry
Nicholas Perry is a registered investment advisor at Pfg Private Wealth Management, LLC, based in Lutz, FL, with 1 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 439 clients with $240M 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 $250K | 1.45% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.55% |
| $1M+ | 0.50% |
Fees are negotiable. Accounts with a balance below $50,000 are generally subject to a $10 quarterly fee (totaling $40 annually), deducted in advance each quarter. This fee is charged at the discretion of the Firm.
Fee Estimator
Location
18572 N. Dale Mabry Hwy, Lutz, FL, 33548
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 independent insurance agent since March 2025. This activity takes about 10-20% of his time, including one hour during trading hours.
Employment History
Current Registrations
Pfg Private Wealth Management, 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.