Nicholas Blasi is a registered investment advisor at Captrust, based in Leawood, KS, with 19 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 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 | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
4200 W 115th Street, Suite 210, Leawood, KS, 66211
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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 manages family investments through Blasi Investments LLC and real estate holdings through Hollister Land Co, dedicating minimal time to each. He also manages Jones Credit Facility Funds I & II, serves as a board member for LMK Holdings, Inc. and the Timothy P O'Shaughnessy Foundation, and is involved with Frontier Wealth Enterprises, LLC and Frontier C Holdco, LLC.
Employment History
Current Registrations
Captrust
Previous Registrations
Frontier Wealth Management, LLC
Frontier Wealth Management, LLC
Aspen Wealth Management, INC.
State Registrations2 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.