Nicholas Coutros
Nicholas Coutros is a registered investment advisor at Img Wealth Management, INC., based in Jacksonville, FL, with 2 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 710 clients with $210M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
IMG's annual fee may be negotiable based on a number of factors. When using Sub-Advisors, the Client will pay additional fees up to 0.75% annually.
Fee Estimator
Location
8771 Perimeter Park Ct., Suite 102, Jacksonville, FL, 32216
Get directionsHistory
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 works as an Associate Advisor at Investment Management Group and as an Investment Advisor Representative at IMG Wealth Management, Inc. Both roles started in May 2024, and together take up a full-time work week.
Employment History
Current Registrations
Img Wealth Management, INC.
Madison Avenue Securities, LLCBroker
Previous Registrations
Charles Schwab & CO., INC.Broker
State Registrations1 state
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