Nicholas Ferguson
Nicholas Ferguson is a registered investment advisor at Gladstone Wealth Partners, based in Mount Laurel, NJ, with 8 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7,910 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gladstone Wealth Partners charges up to 2.00% of your portfolio per year for investment management. This fee is negotiable and paid quarterly in advance. Clients in non-wrap programs will separately incur commissions and transaction costs. Gladstone also uses third-party technology platforms to manage retirement accounts, and passes the cost of these platforms on to you, sometimes with a markup.
Location
305 Fellowship Rd, Suite 105, Mount Laurel, NJ, 08054
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2020Other Business Activities
Nicholas operates Peak Wealth Partners as a DBA for his LPL business and RIA since January 2021. He also provides investment advisory services through Gladstone Wealth Group and works as a broker-dealer registered representative with LPL Financial, dedicating full-time hours to Gladstone and about half his time to LPL Financial.
Employment History
Current Registrations
Gladstone Wealth Partners
Previous Registrations
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
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.