Nicholas Kouletas
Nicholas Kouletas is a registered investment advisor at Strategic Advisers LLC, based in Greenwood Village, CO, with 24 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
6501 S Fiddlers Green Circle, Ste 300 - 600, Greenwood Village, CO, 80111-5039
Get directionsHistory
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 owns and manages three rental properties: Paulson and Stevenson, LLC (since 2013), 40 Quincy St, LLC (since 2014), and The Kouletas Group, LLC (since 2003). He spends minimal time on each property, collecting rents and paying bills.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
PNC Investments
PNC InvestmentsBroker
Oppenheimerfunds Distributor, INC.Broker
Prudential Investment Management Services LLCBroker
Prudential Annuities Distributors, INCBroker
AXA Distributors, LLCBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Carnegie Investor Services INC.Broker
Meyers Pollock Robbins, INC.Broker
State Registrations53 states
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.