DN
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Dominic Nicosia

7 Years of Experience
Cape Coral, FL

Dominic Nicosia is a registered investment advisor at Eagle Equity Holdings, LLC, based in Cape Coral, FL, with 7 years of industry experience. Dominic operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)

Eagle Equity charges an annual fee based on the value of your portfolio. For certain clients in the Emerging Opportunities Strategy Portfolio or Low Carbon Plus Strategy Portfolio, Eagle Equity may also charge a performance-based fee. Fees may be negotiated. Eagle Equity generally bills management fees monthly and performance-based fees at the end of each calendar year or when a client makes a withdrawal.

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Location

1706 NE 10th Terrace, Suite 1, Cape Coral, FL, 33909

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Dominic is actively engaged in Nicosia Consulting International LLC, DBA Nicosia Contracting International, a non-investment business. This takes nearly all of Dominic's time.

Employment History
Current Registrations
Eagle Equity Holdings, LLC
August 2018 - Present · 7 yrs 9 mos
State Registrations2 states
CAFL
Advisor

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.

Exams
No exam information available for this advisor.
Dominic Nicosia - Financial Advisor | TrueAdvisor