Nicholas Reilly is a registered investment advisor at Constellation Wealth Advisors, based in Cincinnati, OH, with 15 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 417 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Constellation Wealth Advisors charges a fee based on the value of your portfolio, which generally does not exceed 1.00% annually. The firm also offers flat fee arrangements, which generally do not exceed $500,000 annually. The firm has a standard minimum annual fee of $20,000, payable quarterly. Fees may be negotiable depending on the client's situation.
Location
255 East Fifth St., Suite 3000, Cincinnati, OH, 45202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nicholas serves on the Board of Directors for Depaul Christo Rey High School, a private Catholic college preparatory school, since July 2019. He dedicates minimal time to supporting the school's programs and operations, and is not compensated for this role.
Employment History
Current Registrations
Constellation Wealth Advisors
Previous Registrations
Constellation Wealth Advisors, LLC
Horan Capital Advisors, LLC
State Registrations1 state
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