IM
IM

Ibrahim Nicolas Mitias

3 Years of Experience
Broker
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
62 advisors
Number of Clients
197,089 clients
Average Client Portfolio
$157K average
Assets Under Management
$30.9B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K+0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

9335 Harris Corners Parkway, Suite 150, Charlotte, NC, 28269

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Ibrahim is a licensed real estate agent since 2017, selling real estate as opportunities arise. This activity requires minimal time.

Employment History
Current Registrations
Alight Financial Solutions, LLC
March 2022 - Present · 3 yrs 11 mos
Alight Financial Advisors, LLC
March 2022 - Present · 3 yrs 11 mos
Alight Financial Solutions, LLCBroker
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Peak Brokerage Services, LLCBroker
August 2021 - November 2021 · 3 mos
State Registrations2 states
FLNC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.