Nicholas Mancini
Nicholas Mancini is a registered investment advisor at Innovative Private Wealth Management INC., based in Somers, NY, with 3 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 417 clients with $370M 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 | 2.00% |
Fees range up to 2.00% annually and are negotiable based on factors such as assets under management, range of investments, and complexity of circumstances.
Fee Estimator
Location
361 Route 202, Somers, NY, 10589
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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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Nicholas is the Founder/President of IT Portfolio Advisors, a technology consulting firm, dedicating about half of his time. He also serves as President/CCO/IAR at Innovative Private Wealth Management Inc. and Managing Member/CCO/IAR at Broadstreet Family Office LLC, both RIAs, spending about half his time at each.
Employment History
Current Registrations
Innovative Private Wealth Management INC.
Previous Registrations
Innovative Family Office LLC
State Registrations1 state
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
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