Nicholas Winstead is a registered investment advisor at Changing Parameters, LLC, based in Los Altos, CA, with 3 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Tax Planning. Their firm serves 115 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Changing Parameters charges a percentage of the assets they manage for their tactical allocation services. The specific percentage is negotiated with each client, but the total advisory fees paid will not exceed 2.50% per year of the assets managed, including any fees charged by the Changing Parameters Fund. For the Changing Parameters Fund, Changing Parameters receives an annual management fee equal to 1.50% of the average daily net assets of the fund, payable monthly.
Location
201 Main Street, Suite 150, Los Altos, CA, 94022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Changing Parameters, LLC
State Registrations1 state
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