NS
NS

Neil Nick Sabagh

May Earn Commission
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
298 clients
Average Client Portfolio
$196K average
Assets Under Management
$58.4M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.80%
$250K - $1000K1.75%
$1M+1.65%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Fountain Hills, AZ

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
Acrylic Financial, INC.
December 2024 - Present · 1 yr 2 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.
Neil Nick Sabagh - Financial Advisor | TrueAdvisor