Nicholas Vail
Nicholas Vail is a CFP-designated registered investment advisor at Integrity Wealth Advisors, based in Granger, IN, 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 130 clients with $65M 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 $250K | 0.75% |
| $250K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Portfolios under $250,000 are in the Bronze Model and pay 0.75% plus a monthly planning fee. Portfolios of $250,000 or more are in the Silver Model and follow the percentage tiers. Fees are generally negotiable.
Fee Estimator
Location
52511 Gumwood Rd, Granger, IN, 46530
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 →Other Business ActivitiesSells Insurance
Nicholas is an investment advisor and certified financial planner with Integrity Wealth Advisors, also operating under Securities America Advisors. He also owns a rental property with his wife, dedicating minimal time to its upkeep.
Employment History
Current Registrations
Integrity Wealth Advisors
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Waddell & Reed
Waddell & Reed, INC.Broker
State Registrations2 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.
Exams
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