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Nickolas Roeder

Cig Asset Management, INC.
12 Years of Experience
Southfield, MI
1 DisclosureBroker
View SEC Summary
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Nickolas Roeder is a registered investment advisor at Cig Asset Management, INC., based in Southfield, MI, with 12 years of industry experience. Nickolas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 158 clients with $190M in assets under management.

Cig Asset Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
158 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$192.5M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.50%
$250K - $500K2.00%
$500K - $750K1.80%
$750K - $1.0M1.50%
$1.0M - $1.5M1.00%
$1.5M+0.80%

The advisory fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

One Towne Square, Suite 1850, Southfield, MI, 48076

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History

Regulatory History (1)
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Employment Separation After Allegations
February 2024
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Cig Asset Management, INC.
March 2026 - Present · 7 mos
Cig SecuritiesBroker
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Cig Asset Management, INC.
October 2024 - December 2025 · 1 yr 2 mos
Fidelity Personal and Workplace Advisors
July 2018 - March 2024 · 5 yrs 8 mos
Strategic Advisers LLC
August 2017 - July 2018 · 11 mos
Fidelity Brokerage Services LLCBroker
July 2017 - March 2024 · 6 yrs 8 mos
Scottrade Investment Management
January 2017 - July 2017 · 6 mos
Scottrade, INC.Broker
September 2015 - July 2017 · 1 yr 10 mos
Edward Jones
March 2015 - August 2015 · 5 mos
Edward JonesBroker
March 2015 - August 2015 · 5 mos
AXA Advisors, LLC
January 2014 - January 2015 · 1 yr
AXA Advisors, LLCBroker
November 2013 - January 2015 · 1 yr 2 mos
State Registrations1 state
MI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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