Nirmal Kartari is a CFP-designated registered investment advisor at Financial Solutions, INC., based in Skokie, IL, with 8 years of industry experience. Nirmal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $750K | 0.80% |
| $750K+ | 0.70% |
Fees are negotiable.
Fee Estimator
Location
9350 Skokie Boulevard, Suite 504, Skokie, IL, 60077
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 Activities
Nirmal is the owner and sole proprietor of a tax preparation and accounting business since 1997. He dedicates full-time hours to this business, with about half his time spent during business hours.
Employment History
Current Registrations
Financial Solutions, INC.
Previous Registrations
Financial Solutions, INC.
Avantax Investment Services, INC.Broker
Avantax Advisory Services
State Registrations1 state
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