Nicolas Suarez is a registered investment advisor at Mjp Wealth Advisors, based in New York, NY. Nicolas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 6 more. Their firm serves 906 clients with $1.6B 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 $750K | 1.35% |
| $750K - $1.3M | 1.15% |
| $1.3M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.5M | 0.75% |
| $4.5M+ | 0.75% |
Fees for accounts of $4.5 million and above are negotiable. Uses the previous tier rate for the highest bracket as a baseline.
Fee Estimator
Location
150 East 52nd Street, 27002, New York, NY, 10022
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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
Mjp Wealth Advisors
State Registrations1 state
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
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