Niccole Palacios
Niccole Palacios is a registered investment advisor at Alexander Capital Wealth Management LLC, based in The Villages, FL, with 6 years of industry experience. Niccole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 621 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ACWM offers investment management through wrap fee programs. The annual management fee is negotiated with each client and ranges from 0.25% to 2.00% of the value of your portfolio. The fee includes money management, certain transaction costs, and custodial and administrative costs. There is no minimum fee for investing on the Envestnet | Placemark platform. The advisory fee is negotiable, depending on individual client circumstances. In some cases, ACWM may charge a fixed fee for portfolio management, which will be negotiable.
Location
11834 CR 101, Suite 203, The Villages, FL, 32162
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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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Niccole is a sole proprietor of All I Did Was Me, a non-investment related business focused on mindset and performance coaching, as well as music projects. She dedicates a few hours per week to this endeavor.
Employment History
Current Registrations
Alexander Capital Wealth Management LLC
Alexander Capital, L.P.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations28 states
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