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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolas? Claim Your ProfileNicolas Paxson is a financial advisor currently working at Constellation Wealth Advisors. Nicolas is a Certified Financial Planner. Nicolas has 4 years of experience in the industry and has a license in Ohio. Nicolas's current firm has a total of 24 employees and manages $3.9 billion in assets. Nicolas's firm primarily services individuals, high-net-worth individuals, charitable organizations, pooled investment vehicles, pension and profit-sharing plans, corporations, and other businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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OH
03/25/2023 - Present
Constellation Wealth Advisors (CINCINNATI OH)
Active
Inactive
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