Nicholas Broska is a registered investment advisor at Financial Resources Group, LLC, based in Glastonbury, CT. 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 404 clients with $89M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
404 clients
Average Client Portfolio
$221K average
Assets Under Management
$89.3M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.88% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees may be different from the schedule above with each client based on a variety of factors. Fees negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
116 Oak Street, 2nd Floor, Glastonbury, CT, 06033
Get directionsHistory
Regulatory History (1)
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Financial
December 2018Final
Employment History
Current Registrations
Financial Resources Group, LLC
January 2026 - Present · 3 mos
State Registrations1 state
CT
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.