NP
NP

Nicholas Pye

22 Years of Experience
Belfast, ME

Nicholas Pye is a registered investment advisor at Cubic Pye Capital Management, INC., based in Belfast, ME, with 22 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 16 clients with $77M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
16 clients
Average Client Portfolio
$4.8M average
Assets Under Management
$76.6M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.00%
$250K - $1.0M0.75%
$1.0M - $5.0M0.50%
$5.0M - $10.0M0.35%
$10M+0.35%

Firm fees are negotiable based on mutual agreement.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Belfast, ME

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Nicholas is a partner of Cubic Pye LLP, a tax advisory and personal financial planning firm that does not provide investment advisory services. This activity takes up to 75% of Nicholas's time.

Employment History
Current Registrations
Cubic Pye Capital Management, INC.
January 2004 - Present · 22 yrs 4 mos
State Registrations2 states
GAME
Advisor

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
No exam information available for this advisor.
Nicholas Pye - Financial Advisor | TrueAdvisor