Nir Kaissar is a CFA-designated registered investment advisor at Unison, based in Providence, RI, with 18 years of industry experience. Nir operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 98 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1M+ | 0.55% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Location
225 Dyer Street, 2nd Floor, Providence, RI, 02903
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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
Nir is a columnist for Bloomberg Opinion since 2015. This activity takes about 10-20% of his time overall, and less than 10% during securities trading hours.
Employment History
Current Registrations
Unison
Previous Registrations
Unison Advisors
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.