Nermine Bolos
Nermine Bolos is a registered investment advisor at Unified Wealth Management LLC, based in Oldsmar, FL, with 8 years of industry experience. Nermine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 324 clients with $110M 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 | 1.30% |
| $500K - $1.0M | 1.15% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.90% |
| $2.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $50.0M | 0.55% |
| $50M+ | 0.50% |
Fees are non-negotiable.
Fee Estimator
Location
220 Pine Avenue N, Suite A, Oldsmar, FL, 34677
Get directionsHistory
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 ActivitiesSells Insurance
Nermine is an ambassador for the Greater Pasco Chamber of Commerce and a co-leader for the Power Gals Networking Group. She is also an agent for Ash Brokerage and Assurity Life Insurance Company, selling life insurance products and dedicating minimal time to each.
Employment History
Current Registrations
Unified Wealth Management LLC
Previous Registrations
W&s Brokerage Services, INC.Broker
M&t Securities, INC.Broker
State Registrations3 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.