Nicholas Mazorra is a CFP-designated registered investment advisor at Private Wealth Advisors, based in Pismo, CA, with 9 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 898 clients with $450M 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 $150K | 1.50% |
| $150K - $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.65% |
| $5.0M - $6.0M | 0.60% |
| $6.0M - $7.0M | 0.55% |
| $7M+ | 0.50% |
Rates apply to non-fixed income portfolios. Fixed income-only portfolios range from 0.10% to 0.50%. Fees are negotiable.
Fee Estimator
Location
575 Price, Suit 211, Pismo, CA, 93449
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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
Private Wealth Advisors
Previous Registrations
Private Wealth Advisors
State Registrations1 state
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