Robert Nickoson
Robert Nickoson is a registered investment advisor at St. Bernard Financial Services, INC., based in Tallmadge, OH, with 20 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 841 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5 million.
Fee Estimator
Location
308 Northwest Ave, Suite 111, Tallmadge, OH, 44278
Get directionsHistory
Regulatory History (4)
Employment Separation After Allegations
May 2013Customer Dispute
April 2006Employment Separation After Allegations
July 1996Customer Dispute
May 1996Other Business ActivitiesSells Insurance
Robert is an independent insurance agent selling fixed annuities, life/accident/health, property & casualty, and commercial insurance products since 1996. He also owns Robert Nickoson Financial Group since 1995, dedicating minimal time to each activity.
Employment History
Current Registrations
St. Bernard Financial Services, INC.
Previous Registrations
Coppell Advisory Solutions LLC
New England Securities Corporation
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.