Nicholas Chiricosta
Nicholas Chiricosta is a CFP-designated registered investment advisor at Utopia Wealth Management, LLC, based in Coconut Creek, FL, 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, Charitable Giving, Corporate Executives, Estate Planning, and 6 more. Their firm serves 62 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Utopia Wealth Management offers portfolio management services with fees billed monthly, quarterly, or semi-annually in arrears, based on the balance at the end of the billing period. There are two fee schedules:
Blended Equities & Bonds:
- First $2,000,000: 1.00%
- Next $5,000,000: 0.85%
- Over $7,000,000: 0.65%
Fixed Income:
- First $10,000,000: 0.40%
- Next $15,000,000: 0.30%
- Over $25,000,000: 0.20%
Location
6810 N. State Rd. 7, Coconut Creek, FL, 33073
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Utopia Wealth Management, LLC
State Registrations2 states
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