NE
NE

Nicholas Economos

27 Years of Experience
May Earn Commission

Nicholas Economos is a registered investment advisor at Fiduciary Financial Partners, LLC, based in Naperville, IL, with 27 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 218 clients with $290M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
218 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$292.9M

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.85%
$2.0M - $5.0M0.75%
$5.0M - $7.5M0.50%
$7.5M - $10.0M0.35%
$10M+0.25%

All fees are negotiable. Minimum client fee of $7,500 annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1250 E. Diehl Road, Suite 404, Naperville, IL, 60563

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Nicholas is a managing member of Blackhawk Rentals, LLC, a rental property, and spends minimal time overseeing the property management company. He also serves as a board member/treasurer for Female Strong and board member/president for DuPage Legal Assistance Foundation, and is an owner/partner of PCJ Worldwide, LLC which owns a commercial office building.

Employment History
Current Registrations
Fiduciary Financial Partners, LLC
August 2012 - Present · 13 yrs 8 mos
Previous Registrations
MML Investors Services, LLC
February 1999 - August 2012 · 13 yrs 6 mos
State Registrations1 state
IL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.