Nicholas Mccleary
Nicholas Mccleary is a registered investment advisor at Ameritas Advisory Services, LLC, based in Dewitt, MI, with 13 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 25,632 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameritas Advisory Services offers several investment management programs. Fees vary depending on the program and the amount of your portfolio. Fees are negotiable and can be either a fixed percentage or tiered. Some programs also have administrative fees. Here are some examples:
- Galaxy Program: Maximum fees range from 2.00% on the first $250,000 to 1.00% on amounts over $3,000,001. Transaction fees apply.
- Ameritas Investment Strategies (AIS) Program: Includes a 0.30% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001. Transaction fees apply.
- Adviser Managed Retirement (AMR) Program: Includes a 0.05% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001.
- Adviser Managed Variable Products Program (AMVP): Fees range from 0.50% to 1.00% of the variable product cash value.
Location
132 N Bridge St Ste B, Dewitt, MI, 48820
Get directionsHistory
Regulatory History (1)
Civil
March 2013Other Business ActivitiesSells Insurance
Nicholas is the President/Co-owner of Castle Financial Partners LLC, where he manages agents and provides fixed insurance products, dedicating about a quarter of his time. He also owns NM Financial LLC for his securities, advisory, and planning business, taking about half his time, and is a member of McCleary Properties LLC, which owns his office space, requiring minimal time.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
Principal Securities, INC.
Principal Securities, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations15 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.