How do you charge for your services, and how much?

At Nicklas Financial, we want to make sure we do what is best for our clients, which is why we offer two payment options: brokerage services that are commission based or advisory services that are fee-based at a percent of assets under management (AUM). If you don’t know what that means, have no fear! I explain the difference between the two options thoroughly at the initial meeting, and then you can pick which one works best for you.

• Get to know better in our Meet Us section
• Ask or look for answers to questions in our Q & A.