Nicolas Zalles is a registered investment advisor at Welcy Capital Advisors LLC, based in Miami, FL, with 11 years of industry experience. Nicolas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 20 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Welcy Capital Advisors charges a fee based on the value of your investments. This fee ranges from 0.5% to 2% per year, but may be higher or lower depending on the services provided and the amount of assets managed.
Location
1101 Brickell Avenue, Suite 1600, Miami, FL, 33131
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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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Nicolas is the secretary of Urcupina Investments LLC, a holding company for a condo in Miami, since 2006. He dedicates minimal time to this non-investment related activity and has no official duties.
Employment History
Current Registrations
Welcy Capital Advisors LLC
State Registrations1 state
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