NC
CFP
NC
CFP

Nell Richeson Cordick

20 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)
Firm Size
21 advisors
Number of Clients
1,329 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$2.7B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K1.43%
$100K - $250K1.32%
$250K - $500K1.21%
$500K - $2.0M1.10%
$2.0M - $5.0M0.99%
$5.0M - $10.0M0.82%
$10M+0.55%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2010 Corporate Ridge, Suite 900, Mclean, VA, 22102

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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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Employment History
Current Registrations
Bogart Wealth, LLC
April 2020 - Present · 5 yrs 10 mos
Previous Registrations
Bb&t Securities, LLC
January 2018 - December 2018 · 11 mos
Bb&t Securities, LLCBroker
January 2018 - December 2018 · 11 mos
Bb&t Investment Services, INC.Broker
March 2006 - January 2018 · 11 yrs 10 mos
Bb&t Investment Services, INC.
March 2006 - January 2018 · 11 yrs 10 mos
Bb&t Asset Management, INC.
February 2005 - March 2006 · 1 yr 1 mo
Bb&t Investment Services, INC.Broker
June 2004 - December 2004 · 6 mos
State Registrations2 states
TXVA
Advisor
Exams
No exam information available for this advisor.
Nell Richeson Cordick - Financial Advisor | TrueAdvisor