Nicholas Distefano is a registered investment advisor at Sc&h Wealth, based in Hunt Valley, MD, with 3 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 676 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SC&H Wealth offers investment management through two programs, SC&H Wealth Management and SC&H Core. Fees are based on a percentage of your portfolio's value and are charged quarterly in advance.
SC&H Wealth Management:
- Fees are tiered, with lower rates for larger portfolios.
SC&H Core:
- Fees are tiered, with lower rates for larger portfolios.
SC&H may negotiate fees based on factors like the amount of assets managed or the complexity of the engagement.
Location
226 Schilling Circle, Ste 300, Hunt Valley, MD, 21031
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nicholas works for SC&H Group, Inc., the parent company of SC&H Financial Advisors, Inc., handling employee benefits, payroll, and corporate activities as needed. He also provides tax planning and accounting services to clients of both SC&H Financial Advisors, Inc. and SC&H Group, Inc., dedicating substantial time around tax filing deadlines.
Employment History
Current Registrations
Sc&h Wealth
State Registrations3 states
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