Nicholas Saunders
Nicholas Saunders is a registered investment advisor at Centaurus Financial, INC., based in Marlton, NJ, with 47 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
2001 Lincoln Drive West, Suite A, Marlton, NJ, 08053
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2025Other Business Activities
Nicholas is a member of Executive Wealth Advisors, LLC, handling administrative tasks. He also uses Nicholas Saunders, LLC to pay bills.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Summit Brokerage Services, INC.Broker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
First Colonial Securities Group, INC.Broker
Legend Merchant Group, INC.Broker
Vanderbilt Securities, INC.Broker
Mlb Investments, LTD.Broker
Monmouth Investments, INC.Broker
Hibbard Brown & CO., INC.Broker
Sherwood Capital, INC.Broker
First Jersey Securities, INC.Broker
State Registrations14 states
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.