Nicholas Desantis is a CFA, CFP-designated registered investment advisor at Quaker Wealth Management LLC, based in Moorestown, NJ, with 6 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, Retirement Planning, and 1 more. Their firm serves 458 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.30% |
Fees are negotiable. Family CFO fees are: - **0 - $499,999** — 1.00% per year - **$500,000-$999,999** — 0.85% per year - **$1,000,000 and above** — 0.65% per year
Fee Estimator
Location
70 East Main Street, Moorestown, NJ, 08057
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Quaker Wealth Management LLC
State Registrations1 state
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