Nicholas Kerger is a CFP-designated registered investment advisor at Corient, based in Chicago, IL, with 10 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 26,586 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees vary by client and services provided, ranging up to 1.00% per year, and are negotiable. Clients acquired through business acquisitions may remain on their legacy fee schedules.
Fee Estimator
Location
10 S Wacker Drive, Suite 3100, Chicago, IL, 60606
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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 Activities
Nicholas works as a mentor at 3rd Decade, providing unbiased fiduciary support and financial mentoring to young adults since 2023. This activity requires minimal time commitment.
Employment History
Current Registrations
Corient
Previous Registrations
Balasa Dinverno Foltz LLC
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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