Advisor at Avidian Wealth Solutions
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Firm
Avidian Wealth Solutions
Location
Houston, TX 77024
Credentials
Series 63, Series 65
Industry experience
20 years
Nicolas Knapik is a financial advisor with Avidian Wealth Solutions in Houston, TX, holding Series 63 and Series 65 credentials and over 20 years of industry experience. His prior roles include positions at Mercer Global Advisors and RJ Capital. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs primarily model-based managed solutions supplemented by sub-advisors and separately managed accounts, and it acts as both a fund sponsor and sub-adviser, managing affiliated funds and offering consulting and insurance-related services.
Based on Avidian Wealth Solutions
Based on Avidian Wealth Solutions
Financial planning fees generally range from $2,000 to $200,000 on a fixed fee basis.
$150 to $500 per hour, depending on the service and professional.
Account minimum: $1,000,000
800 Town & Country Blvd, Ste 220
Houston, TX 77024
Texas
Avidian Wealth Solutions, LLC
2023 - Present (3 years)
RJ Capital
2012 - 2023 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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