Nicholas Darzentas is a CFA-designated registered investment advisor at Castle Wealth Management, based in Boynton Beach, FL, with 16 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 247 clients with $370M 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 $10.0M | 1.00% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.25% |
Fees and account minimums may be negotiable in certain circumstances.
Fee Estimator
Location
1880 N Congress Ave, Suite 302, Boynton Beach, FL, 33426
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 life insurance through Capitas Financial/Smith Companies, receiving residual income commissions, but spends no time on it currently. He is also a real estate agent with Ocean Capital Real Estate Services Group, spending minimal time facilitating sales and rentals for family and personal property.
Employment History
Current Registrations
Castle Wealth Management
Previous Registrations
Sky Alpha Asset Advisors LLC
Northwestern Mutual Investment Services, LLCBroker
T3 Trading Group, LLCBroker
Bny Convergex Execution Solutions LLCBroker
Assent LLCBroker
Assent LLCBroker
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.