Nicolas Moise is a registered investment advisor at Zenith Wealth Advisors, based in Scottsdale, AZ, with 2 years of industry experience. Nicolas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 92 clients with $330M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.50% |
| $7.5M - $10.0M | 0.45% |
| $10.0M - $20.0M | 0.40% |
| $20.0M - $30.0M | 0.35% |
| $30M+ | 0.30% |
The firm generally charges according to the Investment Advisory Fee Schedule for assets under management or an annual flat fee of $10,000 per year (whichever is greater). The minimum annual flat fee will not exceed 3% of a client’s assets under management. Fees are negotiable.
Fee Estimator
Location
4900 N. Scottsdale Road, Ste 1500, Scottsdale, AZ, 85251
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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 →Employment History
Current Registrations
Zenith Wealth Advisors
Previous Registrations
Charles Schwab & CO., INC.Broker
State Registrations1 state
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