Advisor at Zenith Wealth Advisors
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Firm
Zenith Wealth Advisors
Location
Scottsdale, AZ 85251
Credentials
Series 63, Series 65
Industry experience
2 years
Nicolas Moise is a financial advisor at Zenith Wealth Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Zenith Bank & Trust and Charles Schwab. Zenith Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities, offering comprehensive portfolio management, financial planning, and Family Office services. The firm constructs customized portfolios using a variety of investment vehicles and employs both discretionary management and third-party oversight, with a notable affiliation to a bank and trust company that supports trustee roles and integrated Family Office offerings.
Based on Zenith Wealth Advisors
Flat fees for financial planning range from $2,500 to $10,000; Family Office services have fixed annual fees ranging from $100,000 to $750,000.
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.60% $5,000,001 - $7,500,000: 0.50% $7,500,001 - $10,000,000: 0.45% $10,000,001 - $20,000,000: 0.40% $20,000,001 - $30,000,000: 0.35% $30,000,001+: 0.30%
Financial planning and consulting hourly fee up to $350; Family Office hourly fee up to $2,500.
Minimum fee: Minimum annual flat fee of $10,000, which will not exceed 3% of assets under management; waivable at firm's discretion. Fee-only: Financial planning and consulting fees charged hourly or flat; flat fees range from $2,500 to $10,000; hourly maximum fee $350.
4900 N. Scottsdale Road, Ste 1500
Scottsdale, AZ 85251
Arizona
Zenith Wealth Advisors
2024 - Present (2 years)
Zenith Bank & Trust
2023 - Present (3 years)
N/a
2023 - 2023 (1 year)
Charles Schwab
2022 - 2023 (1 year)
City of Sedona - Internship
2021 - 2021 (1 year)
World Financial Group
2020 - 2020 (1 year)
Canyon Activities Board
2019 - 2020 (1 year)
N/a
2018 - 2022 (4 years)
N/a
2012 - 2019 (7 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:
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.
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.
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.
CFP®, Series 63, Series 65, Series 66
Mesa, AZ
Larson Wealth Management, LLC
CFP®, Series 63, Series 66
Scottsdale, AZ
Echelon Private Wealth LLC
Series 65
Phoenix, AZ
Betts LLC
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Series 63, Series 65
Phoenix, AZ
FMT Investment Advisory
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
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