Nicholas Kuszlyk is a registered investment advisor at Unique Wealth, LLC, based in Tampa, FL, with 5 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, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 846 clients with $970M 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 $100K | 1.65% |
| $100K - $500K | 1.25% |
| $500K - $800K | 1.00% |
| $800K - $1.0M | 0.85% |
| $1.0M - $3.5M | 0.75% |
| $3.5M - $5.0M | 0.72% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.45% |
Fees are negotiable. Certain assets are billed at separate flat rates: digital assets at 0.90%, fee-based annuities at 1.00%, structured notes/treasuries/cash/CDs at 0.60%, and custom bond portfolios at 0.75%.
Fee Estimator
Location
4830 W Kennedy Blvd, Ste 100, Tampa, FL, 33609
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Unique Wealth, LLC
Previous Registrations
LPL Enterprise, LLCBroker
Pruco Securities, LLC.Broker
State Registrations1 state
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Exams
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