Nicholas IbelloCRD Number: 5820593
Current Firm: Commonwealth Financial Network
Compensation Model: Both
Selecting a skilled financial advisor—a relationship that will potentially last a lifetime—is an important decision.
You will work closely with your financial advisor throughout life’s greatest moments as well as most difficult times to reach goals that you likely have set in motion decades before they come to fruition. We understand this is a significant decision for you and your family.
With multiple CERTIFIED FINANCIAL PLANNER ™ practitioners on staff, and our partnership with the award-winning broker/dealer, Commonwealth Financial Network®, you have a team of distinguished, credentialed, and experienced professionals to help develop your comprehensive financial plan. With this team approach, we will guide you through our financial planning process to create a financial plan that accurately reflects your current financial status and paints a clear picture to illustrate your path to financial independence and goal achievement.
This communication is strictly intended for individuals residing in the state of MD. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org, www.SIPC.org, a Registered Investment Adviser. www.commonwealth.com/termsofuse.html
Williams Asset Management
8850 Columbia 100 Parkway, Suite 204
Columbia, MD 21045
- Tax planning
- Long-term care
- Charitable planning
- Estate planning
- Debt management
- Social security and retirement income
- Alternative investments (e.g., hedge funds, private equity)
- Indexing / passive investing
- Investment management
- Security selection (advice only, not execution)
- Socially responsible investing
- Buying a home
- Career change
- College preparation
- Getting married
- Having a child
- Job loss
- Retirement planning
- Sudden wealth
- Concentrated / highly appreciated positions
- Stock options / restricted stock
- Approaching retirement
- Career changers
- Mid-career professionals
- Young professionals
At Williams Asset Management, we assist clients in matching their goals and planning needs, such as risk tolerance, time horizon, tax situation, and investment objectives, to our tactically-managed portfolios. Our relationship with Commonwealth Financial Network’s broad and experienced Research Team provides Williams Asset Management with expertise in domestic and foreign equities and fixed-income investments, as well as alternative investments.
In addition to this highly-qualified team, we have access to institutional research and resources to create a consistent, well-thought-out methodology that is not only rigorous in nature but also receptive to client needs. The result is a series of investment allocation models that seek to provide dependable, long-term, risk-adjusted returns for investors across the risk/return investment spectrum.
Comprehensive Financial Planning
- Initial plan - One-time, up-front flat fee
- Ongoing planning - Annual retainer, payable every January
- Annual percentage fee based on the value of your investment accounts under our stewardship.
The true value of your financial plan is determined by the experience and skill of the professionals who help create it. With multiple CERTIFIED FINANCIAL PLANNER™ practitioners on staff, and our partnership with the award-winning broker/dealer, Commonwealth Financial Network®, you have a team of distinguished, credentialed, and experienced professionals to help develop your comprehensive financial plan.
With a team approach, we will guide you through our financial planning process to create a financial plan that accurately reflects your current financial status and paints a clear picture to illustrate your path to financial independence and goal achievement.
|Commonwealth Financial Network||Waltham, MA||Feb 2015 - Current||1|
|Planning Solutions Group, LLC||Fulton, MD||Jul 2014 - Current||2|
|Triad Advisors, Inc.||Norcross, GA||Jun 2014 - Current||2|
|T. Rowe Price||Owings Mills, MD||Jun 2011 - Current||5|
|St. Mary's College Of Maryland||St. Mary's City, MD||Aug 2007 - Current||9|
|Ibello Upholstery||Baltimore, MD||Jun 2007 - Current||9|
|Calvert Hall High School||Baltimore, MD||Aug 2004 - Current||12|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Feb 2013|
|S63||Uniform Securities State Law Examination||May 2013|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management52,073MILLIONS
Total Number of Accounts229,200ACCOUNTS
Average Account Value$227,194
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Securities and Advisory Services offered through
Commonwealth Financial Network, member FINRA/SIPC,
a Registered Investment Adviser. Fixed insurance products
and services offered by Williams Asset Management.
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