Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Costa is a Certified Financial Planner with Wealth Enhancement Advisory Services, LLC. Nicholas has been in the financial industry since 2021 and has experience working with high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Nicholas provides financial planning, portfolio management, and other advisory services to individuals and businesses. Nicholas is also an ERISA 3(38) investment manager.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
IL
08/27/2024 - Present
Wealth Enhancement Advisory Services, LLC (ITASCA IL)
Active
Inactive
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