TrueAdvisor
TrueAdvisor
NM
NM

Nikifor Minkov

Associated Investment Services, INC.
23 Years of Experience
Chicago, IL
3 DisclosuresBroker
View SEC Summary
View SEC Summary

Nikifor Minkov is a registered investment advisor at Associated Investment Services, INC., based in Chicago, IL, with 23 years of industry experience. Nikifor is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 3,852 clients with $1.2B in assets under management.

Associated Investment Services, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
44 advisors
Number of Clients
3,852 clients
Average Client Portfolio
$304K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management
Minimum Annual Fee:$150
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $175K1.81%
$175K - $250K1.71%
$250K - $350K1.68%
$350K - $500K1.63%
$500K - $750K1.61%
$750K - $1.0M1.46%
$1.0M - $1.5M1.42%
$1.5M - $2.0M1.29%
$2.0M - $5.0M1.28%
$5M+0.93%

Rates reflect the maximum range for Fund Strategist Portfolios. Separately Managed Accounts range from 2.12% to 0.81%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

525 West Monroe Street, Chicago, IL, 60661

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2013
Denied
Customer Dispute
August 2012
Denied
Customer Dispute
April 2011
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Associated Investment Services, INC.
August 2012 - Present · 14 yrs 2 mos
Associated Investment Services, INC.Broker
August 2012 - Present · 14 yrs 2 mos
Previous Registrations
David A. Noyes & Company
May 2012 - July 2012 · 2 mos
David A. Noyes & CompanyBroker
February 2012 - July 2012 · 5 mos
Fifth Third Securities, INC.
November 2009 - February 2012 · 2 yrs 3 mos
Fifth Third Securities, INC.Broker
November 2009 - February 2012 · 2 yrs 3 mos
Natcity Investments, INC.
July 2006 - October 2009 · 3 yrs 3 mos
Natcity Investments, INC.Broker
July 2006 - October 2009 · 3 yrs 3 mos
Edward Jones
February 2005 - July 2006 · 1 yr 5 mos
Edward JonesBroker
January 2005 - July 2006 · 1 yr 6 mos
First Heartland Capital, INC.Broker
July 2003 - January 2005 · 1 yr 6 mos
State Registrations20 states
CACODEFLGAIAILINKSMIMONCNVNYOHPASCVAWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors
More financial advisors in Chicago, IL →All financial advisors in Illinois →