Nicholas Reiland
Nicholas Reiland is a CFP, ChFC-designated registered investment advisor at Vantage Point Financial, LLC, based in Lisle, IL, with 25 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 8 more. Their firm serves 566 clients with $480M 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 | 1.50% |
Annual fees range from 0.50% to 1.50% based on complexity, asset level, and overall relationship. Fees are negotiable.
Fee Estimator
Location
2443 Warrenville Road, Suite 630, Lisle, IL, 60532
Get directionsHistory
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 ActivitiesSells Insurance
Nicholas is licensed to offer life and health insurance products through Vantage Point Insurance, LLC, dedicating about 10-20% of his time. He also co-owns a rental property in Aurora, IL with his wife.
Employment History
Current Registrations
Vantage Point Financial, LLC
Previous Registrations
Spc
Sigma Financial CorporationBroker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
State Registrations4 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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