Gregory Nickum is a CFA-designated registered investment advisor at 4wealth Advisors, INC., based in Burr Ridge, IL, with 22 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 567 clients with $280M 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 | 1.80% |
Maximum annual fees vary by advisor, ranging from 1.00% to 1.80%. Fees are negotiable.
Fee Estimator
Location
745 Mcclintock Drive, Suite 150, Burr Ridge, IL, 60527-6490
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 →Employment History
Current Registrations
4wealth Advisors, INC.
Previous Registrations
Retirement Income Management, INC.
Capital Management Associates,inc.
Bufka & Rodgers LLC
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.
Exams
More Advisors
- James Krebec, CFPCic Investment Consultants, LLC
- Don Barnes, CFPCetera Investment Advisers LLC
- Michael Sedlak, CFA, CFPSikich Financial
- James Beverley, CFP, ChFCKestra Advisory Services, LLC
- John Quinn, CFPAmeriprise Financial Services, LLC
- Lori Barone, CFPSilver Oak Securities, INC.