Nicholas Arellano is a CFP-designated registered investment advisor at Ylp Financial, LLC, based in Hermosa Beach, CA, with 18 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Location
Hermosa Beach, CA
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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.
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Nicholas is the Managing Partner & Chief Executive Officer of Your Legacy Partners, LLC, an M&A advisory firm, dedicating about half his time. He also manages Kospow Partners, working with search funds and making minority investments, spending minimal time, and is the Managing Partner and CEO of YLP Financial, a registered investment advisor, spending a few hours per week.
Employment History
Current Registrations
Ylp Financial, LLC
Previous Registrations
Skyview Investment BankingBroker
Allen C. Ewing & CO.Broker
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Stifel, Nicolaus & Company, IncorporatedBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Northwestern Mutual Investment Services, LLCBroker
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.