Nisiar Smith is a registered investment advisor at Courtside Wealth Partners LLC, based in Elkins Park, PA, with 1 years of industry experience. Nisiar 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 4 more. Their firm serves 6 clients with $2.7M 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 $2.0M | 0.70% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fee Estimator
Location
Elkins Park, PA
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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 →Other Business Activities
Nisiar is a Financial Wellbeing Coach at On The Goga, where he facilitates financial education programming to corporate clients. He dedicates minimal time to this non-investment-related activity.
Employment History
Current Registrations
Courtside Wealth Partners LLC
Previous Registrations
Courtside Wealth Partners LLC
J.P. Morgan Securities LLCBroker
State Registrations1 state
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