Nicholas Vail
Nicholas Vail is a CFP-designated registered investment advisor at Integrity Wealth Advisors, based in Granger, IN, with 14 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, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 158 clients with $56M 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% |
Fees are generally negotiable.
Fee Estimator
Location
52511 Gumwood Rd, Granger, IN, 46530
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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
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.