Nicholas Dutter is a registered investment advisor at Commons Capital, LLC, based in Needham, MA, with 8 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, Insurance Planning, and 2 more. Their firm serves 226 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commons Capital's investment advisory fees range from 0.25% to 2.00% per year, based on factors like the complexity of services, the amount of assets managed, and the overall relationship. Fees are paid monthly, in advance, based on the value of your portfolio at the end of the prior month. The fees include securities transaction costs.
Location
254 Second Avenue, Suite 130, Needham, MA, 02494
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Commons Capital, LLC
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Natixis Distribution, L.P.Broker
Citigroup Global Markets INC.Broker
State Registrations1 state
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