Nickolas Alleva is a registered investment advisor at Sutter Capital Partners, LLC, based in Delray Beach, FL, with 12 years of industry experience. Nickolas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $100.0M | 0.50% |
| $100.0M - $250.0M | 0.50% |
| $250M+ | 0.50% |
Fees are negotiable based on the size and nature of the account, the investment strategies used, and the nature of the services provided. Over $250,000,000 is negotiable.
Fee Estimator
Location
Delray Beach, 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 →Employment History
Current Registrations
Sutter Capital Partners, LLC
Sutter Securities IncorporatedBroker
Previous Registrations
Nylife Distributors LLCBroker
Nylife Securities LLCBroker
Cuttone & CO., INC.Broker
Westrock Advisors, INC.Broker
State Registrations7 states
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