Nikulski Financial offers investment advice and comprehensive financial planning to individuals and other clients. As a fiduciary, Nikulski Financial aims to act in the client’s best interest by understanding their financial goals, risk tolerance, and time horizon. Services include asset management using stocks, bonds, and ETFs, as well as financial planning and consulting covering cash flow, risk management, investment, retirement, college, estate, and tax planning.
Assets Under Management$370M
Clients418
Advisors6
Avg. per Client$890K
Avg. per Advisor$62M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $7.5M | 0.80% |
| $7.5M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.65% |
| $15.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Multiple accounts under the same household may be aggregated to reach fee break points.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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