Nicholas Anthony Romano

Eagle Wealth Advisors

2 Years of Experience

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Firm Information

Eagle Wealth Advisors

Compensation

Fee-Only (AUM)

Number of Advisors

3 advisors

Number of Clients

136 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$138.3M

Fee Structure

Minimum Investment:None

EWA's advisory fees are based on a percentage of the average market value of assets under management, ranging from approximately 1.00% to 1.50% annually. Fees are negotiable and charged quarterly in advance. Clients may also incur other fees, such as dealer markups, custodial fees, and fund expenses. There is no minimum account size.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Advisor Information

Office location

Brooklyn, NY

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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.