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Nikki Foley

Paladin Capital
3 Years of Experience
Arden Hills, MN
BrokerSells Insurance
View SEC Summary
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Nikki Foley is a registered investment advisor at Paladin Capital, based in Arden Hills, MN, with 3 years of industry experience. Nikki is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19 clients with $10M in assets under management.

Paladin Capital
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
19 clients
Average Client Portfolio
$524K average
Assets Under Management
$10.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee is 1.50% of assets under management. Fees are negotiable based on relationship history, asset composition, and portfolio size. Additional third-party manager or platform fees may apply depending on the chosen strategy.

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

Location

4105 Lexington Avenue North, Suite 230, Arden Hills, MN, 55126

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Nikki is an investment advisor representative at Paladin Wealth/Capital, dedicating full-time hours to sales, administration, operations, and marketing. She also works as an insurance agent for Paladin Insurance, LLC, spending about a quarter of her time on operations.

Employment History
Current Registrations
Paladin Capital
October 2024 - Present · 2 yrs
Paladin Financial
October 2024 - Present · 2 yrs
Gradient Securities, LLCBroker
September 2023 - Present · 3 yrs 1 mo
State Registrations5 states
KSMNNVTXWI
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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