CFP
CFP
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
515 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$866.4M
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 0.60% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.45% |
Investment management-only clients pay an additional 0.25% on each tier.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Nicholas Paolo Pileggi
Location
33 West Court Street, Doylestown, PA, 18901
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Nicholas is a part owner of Pileggi Property Group, LLC, a rental property business, since 2017. He spends minimal time on tenant correspondence.
Employment History
Current Registrations
The Marshall Financial Group, INC
October 2019 - Present · 6 yrs 4 mos
Previous Registrations
The Fairman Group, LLC
January 2015 - October 2019 · 4 yrs 9 mos
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.
Contact
Nicholas Paolo Pileggi