Nicholas Monterrosa
Nicholas Monterrosa is a CFA-designated registered investment advisor at Paradox Investment Partners LLC, based in Newport Beach, CA, with 6 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 11 clients with $5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.70% |
For non-qualified clients, the annual fee is 1.7%. For qualified clients, the annual fee is 1.7% or 0.5% plus up to 20% of annual net profits above a 4% hurdle rate. All fees are negotiable.
Fee Estimator
Location
5000 Birch Street, Suite 3000, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Paradox Investment Partners LLC
State Registrations1 state
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