Nicholas Bautista
Nicholas Bautista is a CFP-designated registered investment advisor at Clearview Wealth Management, based in Irvine, CA, with 13 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 328 clients with $160M 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 $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $1.0M | 1.85% |
| $1.0M - $2.0M | 1.70% |
| $2M+ | 1.50% |
Fee schedule with each client may be unique and varied from the next. Even within a client household different accounts, requiring different levels of advisory and oversight involvement may be charged at different fee rates.
Fee Estimator
Location
4 Venture, Suite 120, Irvine, CA, 92618
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
Nicholas sells fixed insurance under the name Clearview Financial Planning Group as an insurance agent. He also owns rental property in Hampton, VA.
Employment History
Current Registrations
Clearview Wealth Management
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations2 states
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