NB
CFP
NB
CFP

Nicholas Troubetzkoy Booth

6 Years of Experience
Areas of Practice
Financial Planning & CoachingRetirement PlanningInsurance PlanningEstate Planning
Compensation
Fixed/Hourly
Firm Size
23 advisors
Number of Clients
36 clients
Average Client Portfolio
Not specified

Fee Structure

Ongoing Financial Planning Services are offered for a flat fee ranging from $100 to $3,000 per quarter. Fees are negotiable.

The Plan Services are rendered for a flat fee that is generally less than $10,000.

Annual Retainer:$400 - $12,000/year
One-Time Plan:Up to $10,000
Hourly Rate:Up to $500/hr
Loading...

Contact

NB
Nicholas Troubetzkoy Booth

Location

Rockville, MD

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Nectarine
April 2024 - Present · 1 yr 10 mos
Nine Inning Finance
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
J.P. Morgan Securities LLC
December 2021 - February 2022 · 2 mos
J.P. Morgan Securities LLCBroker
December 2021 - February 2022 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2019 - December 2021 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2019 - December 2021 · 2 yrs 9 mos
State Registrations2 states
MDTX
Advisor
Exams
No exam information available for this advisor.
NB
Contact
Nicholas Troubetzkoy Booth