Nicholas Greteman is a registered investment advisor at Greteman Capital Management, based in Carroll, IA, with 7 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.60% |
| $500K - $1.0M | 1.20% |
| $1M+ | 1.00% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the composition of the client's account (i.e., equities versus mutual funds), the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.
Fee Estimator
Location
408 W Hwy 30, Carroll, IA, 51401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Nicholas is a partner in West Place Properties, LLC, owning an office building as a rental property, dedicating minimal time. He is also a partner at Greteman CPA, P.C., providing tax and financial services, taking nearly full-time hours, especially during tax season.
Employment History
Current Registrations
Greteman Capital Management
Previous Registrations
Honkamp Krueger Financial Services INC
State Registrations1 state
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