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Nicholas Duvall

1 Year of Experience
Sarasota, FL

Nicholas Duvall is a registered investment advisor at Prestige Advisors INC., based in Sarasota, FL, with 1 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, Insurance Planning, Tax Planning.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

Prestige Advisors offers financial planning and consulting services for a fixed fee ranging from $1,500 to $50,000. The fee is determined by multiplying the anticipated number of hours by $300 per hour and is due at the start of the relationship.

One-Time Plan:$1,500 - $50,000
Hourly Rate:Up to $300/hr
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Location

6710 Professional Parkway West, Suite 305, Sarasota, FL, 34240

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Prestige Advisors INC.
October 2024 - Present · 1 yr 7 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.