| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.50% |
| $7.5M - $10.0M | 0.35% |
| $10M+ | 0.25% |
All fees are negotiable.
1250 E. Diehl Road, Suite 404, Naperville, IL, 60563
Get directionsNo 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.
Learn about disclosures →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.