Nicholas Gelso is a registered investment advisor at 6|21 Private Wealth, based in Tucson, AZ, 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 Alternative Investments, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 14 clients with $12M 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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Portfolios under $250k pay a minimum annual fee of $2,100. Portfolios between $250k and $500k pay between 1.6% and 2.0%. Fees may be negotiated at the firm's discretion.
Fee Estimator
Location
Tucson, AZ
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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
Nicholas co-owns 6|21 Private Wealth and Beckett Collective, providing financial advice to clients. This takes about two-thirds of his time, with about 15% of his time spent during securities trading hours.
Employment History
Current Registrations
6|21 Private Wealth
Previous Registrations
Beckett Collective
Fortress Financial Solutions, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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