Nickolas Ray Roeder

Cig Asset Management, INC.

11 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Cig Asset Management, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

196 clients

Average Client Portfolio

$699K average

Assets Under Management

$137.1M

Fee Structure

Minimum Investment:$100K

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	2.50%
$250K - $500K	2.00%
$500K - $750K	1.80%
$750K - $1.0M	1.50%
$1.0M - $1.5M	1.00%
$1.5M+	0.80%

The Advisory Fee is negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

One Towne Square, Suite 1850, Southfield, MI, 48076

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Employment Separation After Allegations

February 2024

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Nickolas is a registered representative for CIG Securities, Inc., an investment advisor representative for CIG Asset Management, Inc., and an insurance agent for CIG Risk Management, Inc. These are all affiliated companies.