Nicholas Peyster is a CFA, CFP-designated registered investment advisor at Genesis Wealth Advisors, LLC, based in Stoughton, MA, with 16 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 231 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.90% |
| $4.0M - $7.0M | 0.80% |
| $7.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees may be negotiable at the firm's discretion. Additional services may incur an extra fee ranging from 0.10% to 0.50%.
Fee Estimator
Location
532 Page Street, Stoughton, MA, 02072
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Regulatory 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 Activities
Nicholas is a managing director at Surge Ventures, LLC, a family-oriented limited partnership. This investment-related activity takes about 10-20% of Nicholas's time.
Employment History
Current Registrations
Genesis Wealth Advisors, LLC
Previous Registrations
Genesis Capital Advisors, INC.
Clarent Advisors, LLC
Ing Financial Partners, INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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