Nikolas Daboin is a registered investment advisor at Tip Group LLC, based in Houston, TX, with 1 years of industry experience. Nikolas 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, High Net Worth, and 4 more. Their firm serves 372 clients with $59M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TIP Group charges up to 0.90% annually for portfolio management. This fee is negotiable. TIP Group may direct clients to AssetMark Inc., which has its own fees. If using AssetMark's Advisor Managed Portfolio (AMP), the total fee could be up to 1.05% (TIP's fee plus AssetMark's fee). AssetMark also has proprietary funds with their own fees, potentially bringing the total fee up to 2.00%. Fees are paid monthly or quarterly in advance.
Location
1800 W. Loop S Suite 1800, Houston, TX, 77027
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Regulatory History
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 ActivitiesSells Insurance
Nikolas works as an insurance agent (Financial Strategist) for The Fitzpatrick Group since October, earning commission from non-variable life and annuities sales. The commission comes directly from the insurance company, OneAmerica.
Employment History
Current Registrations
Tip Group LLC
State Registrations1 state
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