Nicholas Susko is a CFA-designated registered investment advisor at Wavelet Capital, based in Darien, CT, with 1 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Wavelet Capital charges an annual management fee of up to 2.0% of the value of your portfolio. This fee is paid monthly or quarterly, in advance. The fee may be adjusted for significant contributions or withdrawals. Wavelet Capital may also receive a performance-based fee of up to 35% of any net profits in the client account during the agreed-upon investment period.
Location
Darien, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wavelet Capital
State Registrations1 state
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