Nicolas Suarez-Inclan
Nicolas Suarez-Inclan is a CFA-designated registered investment advisor at Greenwood Family Advisors LLC, based in Key Biscayne, FL, with 19 years of industry experience. Nicolas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. 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
Greenwood Family Advisors' fees are based on a percentage of the assets they manage for you or a fixed amount, which is agreed upon with each client. The fee will not exceed 1.5%. Fees are typically paid after the services are provided, but some agreements may have fees paid in advance.
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.
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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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