Roger Nicholls is a registered investment advisor at Best Life Infinity, LLC, based in Boise, ID, with 28 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 88 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Best Life Infinity (BLI) charges a percentage of your portfolio for investment management. The fees range from 0.375% to 2% when using third-party money managers. You will also pay the third-party money manager's fees. BLI bills quarterly in advance, and fees are prorated for deposits or withdrawals greater than $10,000. BLI also offers third-party portfolio models, some of which have additional fees. BLI can also charge a flat fee for management of assets, not to exceed $24,000 annually, billed quarterly in advance.
Location
Boise, ID
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Regulatory History (1)
Customer Dispute
June 2002Employment History
Current Registrations
Best Life Infinity, LLC
Previous Registrations
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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.