NS
CFP
NS
CFP

Nicole Standen

13 Years of Experience
Sells Insurance

Nicole Standen is a CFP-designated registered investment advisor at Gainplan LLC, based in Bloomfield Hills, MI, with 13 years of industry experience. Nicole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 495 clients with $460M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
495 clients
Average Client Portfolio
$932K average
Assets Under Management
$461.6M

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.00%
$1.0M - $10.0M0.75%
$10M+0.50%

The above represents our standard fee schedule for Comprehensive Portfolio Management service, we reserve the right to charge up to 2.00% for clients with substantial planning needs beyond standard personal financial planning. Fees are negotiable.

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

800 W. Long Lake Road, Suite 100, Bloomfield Hills, MI, 48302

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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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Nicole sells life, accident, and health insurance.

Employment History
Current Registrations
Gainplan LLC
August 2018 - Present · 7 yrs 8 mos
Previous Registrations
Cig Asset Management, INC.
June 2015 - March 2017 · 1 yr 9 mos
Cig SecuritiesBroker
May 2015 - March 2017 · 1 yr 10 mos
Edelman Financial Services LLC
October 2012 - May 2015 · 2 yrs 7 mos
Sanders Morris Harris INC.Broker
September 2011 - May 2015 · 3 yrs 8 mos
State Registrations1 state
MI
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.
Nicole Standen - Financial Advisor | TrueAdvisor