Nicholas Paterniti is a registered investment advisor at Journey Wealth Management, based in Cleveland, OH, with 7 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 545 clients with $940M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.15% |
Fees are subject to negotiation.
Fee Estimator
Location
22901 Millcreek Blvd., Suite 225, Cleveland, OH, 44122
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 Activities
Nicholas works as a maintenance employee at Avanti Salon, a hair salon. He dedicates minimal time to this activity.
Employment History
Current Registrations
Journey Wealth Management
Previous Registrations
Beacon Financial Advisory LLC
Capital Analysts
Lincoln InvestmentBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations1 state
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