Nicholas Heiar is a registered investment advisor at Friday Financial, based in Dubuque, IA, with 15 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 289 clients with $410M 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 | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
All accounts for members of the Client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts. Fees may be negotiable in certain circumstances.
Fee Estimator
Location
600 Star Brewery Drive, Suite 400, Dubuque, IA, 52001
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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 →Employment History
Current Registrations
Friday Financial
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Planning Partners, INC.
Proequities, INC.Broker
State Registrations2 states
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