Advisor at Private Wealth Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Nicholas Mazorra is a CFP® professional at Private Wealth Advisors with 18 years of experience. He has worked at Private Wealth Advisors since 2008. Private Wealth Advisors provides discretionary portfolio management, financial consulting, and pension consulting to individuals, families, trusts, estates, charitable organizations, and business entities. The firm constructs portfolios based on individual objectives and risk tolerances, employing fundamental analysis and a long-term purchase orientation, while incorporating options for hedging and strategic purposes when appropriate.
Based on Private Wealth Advisors
Financial consulting flat fees generally range from $1,500 to $10,000
$0 - $149,999: 1.50% annually $150,000 - $249,999: 1.35% annually $250,000 - $499,999: 1.25% annually $500,000 - $749,999: 1.15% annually $750,000 - $999,999: 1.00% annually $1,000,000 - $1,999,999: 0.95% annually $2,000,000 - $2,999,999: 0.85% annually $3,000,000 - $3,999,999: 0.70% annually $4,000,000 - $4,999,999: 0.65% annually $5,000,000 - $5,999,999: 0.60% annually $6,000,000 - $6,999,999: 0.55% annually $7,000,000+: 0.50% annually
$500 per hour for financial consulting services
Account minimum: $1,000,000 Fee-only: Financial consulting fees range from $1,500 to $10,000 flat fee; hourly rate is $500/hour
575 Price, Suit 211
Prismo, CA 93449
California
Private Wealth Advisors
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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HATHER, Robert K
CFP®, PFS™
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Elemental Wealth Advisors, LLC
CFP®
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Aquila Wealth Advisors
Eric Maldonado, CFP®, MBA, a Fee-Only Financial Planner, is located in San Luis Obispo, CA serving clients both locally and virtually across the US. Aquila Wealth Advisors provides financial planning to help business owners and families build, manage, and protect their assets throughout all seasons of life. Eric Maldonado is a NAPFA-Registered Financial Advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional. We have a specialty in serving business owners and near-retirees. We help you maximize your income and revenue while aligning finances with your values and goals. We work with you in coordination with your tax, legal, and insurance professionals to customize and implement a plan unique to you, your family, and your business.
Series 63, Series 65
San Luis Obispo, CA
Lance Parker Wealth Management
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