Nicolas Suarez-Inclan
Nicolas Suarez-Inclan is a CFA-designated registered investment advisor at Greenwood Family Advisors LLC, based in Key Biscayne, FL, with 20 years of industry experience. Nicolas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 16 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are based on a percentage of the total assets in the account or as a flat fee, not to exceed 1.5%. Fees are typically paid in arrears, though some agreements use advance payment. Fees may be waived or reduced for employee or family-related accounts.
Fee Estimator
Location
Key Biscayne, FL
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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
Nicolas has ownership stakes in two rental real estate properties, dedicating minimal time to managing each. He also owns GDP Investment Consulting LLC, a holding company that receives income from advisory services, which takes nearly full-time hours.
Employment History
Current Registrations
Greenwood Family Advisors LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
Santander SecuritiesBroker
Santander SecuritiesBroker
State Registrations1 state
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