Kevin Nichols
Kevin Nichols is a registered investment advisor at International Assets Investment Management, LLC, based in Alma, MI, with 37 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,961 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Fees are negotiable up to an annual maximum of 3.00% depending on portfolio size, transaction fee inclusion, and service complexity.
Fee Estimator
Location
323 Grtiot Ave, Alma, MI, 48801
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2015Other Business ActivitiesSells Insurance
Kevin is the 100% owner/agent of Nichols Financial Group, selling fixed annuities and life insurance, dedicating about a third of his time to this. He also manages an office building through Nichols Management Co, spending minimal time on it, and is a trustee and beneficiary of the Dave and Marilyn Nichols IRRV Trust.
Employment History
Current Registrations
International Assets Investment Management, LLC
International Assets Advisory, LLC
International Assets Advisory, LLCBroker
Previous Registrations
International Assets Investment Management, LLC
Securities America Advisors, INC.
Securities America, INC.Broker
United Planners' Financial Services of America a Limited PartnerBroker
State Registrations20 states
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.
Exams
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