Nicholas Leftakes
Nicholas Leftakes is a registered investment advisor at Via IV Investments, LLC, based in Burr Ridge, IL, with 21 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 531 clients with $190M 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 $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $4.0M | 0.60% |
| $4M+ | 0.50% |
Maximum fee for clients of Scott Mann is 1.50%, potentially reaching 1.85%. Fees are negotiable at the adviser’s discretion. The "Wisefactors" digital investment program charges up to 0.90% annually.
Fee Estimator
Location
1333 Burr Ridge Parkway, Suite 200, Burr Ridge, IL, 60527
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Regulatory History (1)
Regulatory
October 2022Other Business Activities
Nicholas is a principal and co-owner of LT Group, LLC, a real estate investment company. This takes about half of Nicholas's time.
Employment History
Current Registrations
Via IV Investments, LLC
Previous Registrations
Goldenberg, Hehmeyer & CO.Broker
Abn Amro IncorporatedBroker
The Chicago CorporationBroker
First Chicago Capital Markets, INC.Broker
First Chicago Investment Services, INC.Broker
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.