Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Management fees are a flat annual amount ranging from $11,600 (individuals) to $13,200 (couples), but may vary based on complexity. Financial Planning fees range from $3,600 to $10,000 per year, billed monthly or quarterly. Iowa sales tax is levied on advisory fees. Fees may be negotiable under some circumstances and may vary by client for similar services.
Areas of Practice
Advisor Information
Office location
1202 Dina Court, Suite B, Hiawatha, IA, 52233
Get directionsRegulatory History
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 Activities
Nicholas is the president and managing member of Dumars Properties LLC, a real estate holding company, dedicating about a quarter of his time. He also serves as treasurer for Coovergroup LLC, a web design company, spending minimal time on this activity.