Nickolas Simoneau
Nickolas Simoneau is a registered investment advisor at Irontree Advisors LLC, based in Clifton, IL, with 13 years of industry experience. Nickolas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 11 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IRONTREE Advisors charges a percentage of your portfolio's value each year. The exact percentage depends on the size of your portfolio:
- $0 - $2,000,000: 0.50% to 1.25%
- Over $2,000,000: 0.50% to 0.90%
The minimum quarterly fee is $2,500, which equals $10,000 per year. This minimum fee may be higher than what other advisors charge.
Location
585 Main St., Clifton, IL, 60927
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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 ActivitiesSells Insurance
Nickolas holds Illinois property/casualty and life/health insurance licenses and intends to provide these services as a complement to investment advisory, spending a few hours per week on this. Nickolas also owns Irontree Advisors, a tax preparation business, dedicating about 10-20% of his time to overseeing operations and assisting clients.
Employment History
Current Registrations
Irontree Advisors LLC
Previous Registrations
Morgan Stanley Smith Barney 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.