NL
CFP
NL
CFP
Nicholas Lardieri
30 Years of Experience
Millburn, NJ
1 DisclosureBroker
Nicholas Lardieri is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Millburn, NJ, with 30 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, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
350 Millburn Ave, Millburn, NJ, 07041-1358
Get directionsHistory
Regulatory History (1)
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Financial
July 2021Final
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
October 2024 - Present · 1 yr 6 mos
Charles Schwab & CO., INC.
October 2024 - Present · 1 yr 6 mos
Previous Registrations
Charles Schwab & CO., INC.
May 2015 - January 2024 · 8 yrs 8 mos
Charles Schwab & CO., INC.Broker
May 2015 - January 2024 · 8 yrs 8 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
July 2006 - April 2015 · 8 yrs 9 mos
Tiaa-Cref Advice and Planning Services
July 2006 - April 2015 · 8 yrs 9 mos
MML Investors Services, INC.
November 2004 - July 2006 · 1 yr 8 mos
MML Investors Services, INC.Broker
September 2001 - July 2006 · 4 yrs 10 mos
Pruco Securities CorporationBroker
January 1995 - August 2001 · 6 yrs 7 mos
State Registrations5 states
FLNJNYVAWA
AdvisorBrokerBoth
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.