Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.25% |
A minimum annual fee of $2,000 for assets under management is required for this service.
Fee Estimator
The annual fee for portfolio management is based on a percentage of assets under management, according to the tiered schedule. There is a minimum annual fee of $2,000 for assets under management. For 529 Accounts custodied at iShares we charge a flat 0.40% (unless above sliding fee is less). Consulting fees, including standalone Financial Planning, range from $2,500 and up as a fixed fee, or $100 to $450 per hour.
Areas of Practice
Advisor Information
Office location
1880 N Congress Ave, Suite 302, Boynton Beach, FL, 33426
Get directionsRegulatory History
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 →Other Business ActivitiesSells Insurance
Nicholas sells life insurance through Capitas Financial/Smith Companies, receiving residual income commissions, but spends no time on it currently. He is also a real estate agent with Ocean Capital Real Estate Services Group, spending minimal time facilitating sales and rentals for family and personal property.