Nicholas Ayala is a registered investment advisor at Align Equity Group, based in Boca Raton, 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.5M | 1.20% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Tiered fee schedule may be based on cumulative household assets under management.
Fee Estimator
Location
759 Glouchester St, Boca Raton, FL, 33487
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 ActivitiesSells Insurance
Nicholas is an independent insurance agent and owns multiple accounting firms under D&N Capital Inc. He spends about 10-20% of his time on these activities.
Employment History
Current Registrations
Align Equity Group
State Registrations1 state
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