Nicholas Troubetzkoy Booth

CFP

Nectarine

6 Years of Experience

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Firm Information

Nectarine

Compensation

Fixed/Hourly

Number of Advisors

23 advisors

Number of Clients

36 clients

Average Client Portfolio

Not specified

Fee Structure

Financial Plan Fee:Up to $10,000

Hourly Rate:Up to $500/hr

Nectarine Financial offers three types of services: The Hour Services (hourly rate less than $500), The Plan Services (flat fee less than $10,000), and Ongoing Financial Planning Services (flat fee ranging from $100 to $3,000 per quarter). Fees are negotiable, and payable via credit card or ACH. Refunds may be issued at the Adviser's discretion. Clients may incur additional third-party fees.

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Areas of Practice

Retirement PlanningInsurance PlanningEstate PlanningFinancial Planning & Coaching

Advisor Information

Office location

Rockville, MD

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Contact

Nicholas Troubetzkoy Booth

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.