Nicholas Mancini is a registered investment advisor at Innovative Family Office LLC, based in Somers, NY, with 3 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, Investment Management, Tax Planning. Their firm serves 25 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee ranges up to 1.50% of assets under management. The firm may also negotiate other fee schedules, such as an annual fixed fee or a tiered fee schedule. For all investments in Unaffiliated Private Funds, the management fee is set at a flat rate of 1.00% of assets under management.
Fee Estimator
Location
361 Route 202, Somers, NY, 10589
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nicholas is the Founder/President of IT Portfolio Advisors, a technology consulting firm, dedicating about half of his time. He also serves as President/CCO/IAR at Innovative Private Wealth Management Inc. and Managing Member/CCO/IAR at Broadstreet Family Office LLC, both RIAs, spending about half his time at each.
Employment History
Current Registrations
Innovative Family Office LLC
Innovative Private Wealth Management INC.
State Registrations1 state
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