Nicholas Boero is a registered investment advisor at Rubicon Advisors, based in Redding, CA, with 4 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,391 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rubicon Advisors offers investment management through Comprehensive Portfolio Management and LPL Sponsored Advisory Programs. The maximum annual fee for Comprehensive Portfolio Management is 1.75%, negotiable and billed quarterly in advance. LPL Sponsored Advisory Programs have maximum annual fees up to 1.80%, except for Guided Wealth Portfolio, which has a maximum of 1.35%.
Location
1640 East Cypress, Suite A, Redding, CA, 96002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nicholas provides investment advisory services through Rubicon Advisors, spending nearly full-time on this activity. He also has a business entity for tax/investment purposes and a DBA for his LPL business, dedicating minimal time and about 10-20% of his time respectively.
Employment History
Current Registrations
Rubicon Advisors
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations16 states
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