Nicholas Gervasini
Nicholas Gervasini is a registered investment advisor at Wakefield Asset Management, Lllp, based in Englewood, CO, 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 Investment Management. Their firm serves 192 clients with $370M 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 $10.0M | 1.00% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.85% |
| $50M+ | 0.85% |
Schedule shown is for Small Cap Equity Strategy. Large Cap Equity Strategy fees are: - Up to $10M: 0.75% - $10M to $25M: 0.60% - $25M to $50M: 0.55% - Over $50M: Negotiable
Fee Estimator
Location
7887 East Belleview Ave, Suite #800, Englewood, CO, 80111
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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
Wakefield Asset Management, Lllp
Wakefield Wealth Management, Lllp
State Registrations1 state
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