Nicolas
Perez-Cotapos
Compass Group Investments Solutions LLC
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About this Advisor
Nicolas Perez-Cotapos is a financial advisor operating out of Miami, Florida with 1 year of relevant experience. Perez-Cotapos works at Compass Group Investments Solutions LLC. Over the course of their career, they have held roles at Mbi Inversiones, Universidad De Los Andes and Compass Group Investment Solutions LLC. Perez-Cotapos maintains a Series 65 license, certifying them as an investment advisor representative, and can advise clients in Florida. Compass Group Investments Solutions LLC is a registered investment company based out of Miami, FL. It controls $334 million in assets between its 105 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 105 client accounts, 58% are held by high-net-worth investors who have more than $1 million in assets. Compass Group Investments Solutions LLC provides a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees largely are based on the services provided. Fee types billed by Compass Group Investments Solutions LLC most likely include any blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Compass Group Investments Solutions LLC Brokerage Details
$333,675,576
16
105
$3,177,863
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Nicolas Perez-Cotapos Work History
Nicolas has been registered as a financial advisor for 1 years.*
Compass Group Investment Solutions LLC
Mbi Inversiones
Universidad De Los Andes
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nicolas Perez-Cotapos to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Compass Group Investments Solutions LLC
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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