Nicholas Coleman is a registered investment advisor at Bonfire Financial, LLC, based in Colorado Springs, CO, with 7 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 278 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bonfire Financial charges a percentage of your portfolio each year for investment management services. The specific rate is agreed upon in your Investment Advisory Agreement, with a maximum fee of 1.20%. The fee is calculated on the average daily balance of the prior month and billed monthly in advance. Fees may vary based on the size of the account, complexity of the portfolio, or other reasons. Employees and their family related accounts are charged a reduced fee. You can terminate the agreement with written notice, and any unearned fee will be refunded.
Location
5755 Mark Dabling Blvd, Ste 220, Colorado Springs, CO, 80919
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bonfire Financial, LLC
State Registrations1 state
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