Nikola Krickovic
Nikola Krickovic is a registered investment advisor at Cornerstone Wealth Management, LLC, based in Springdale, AR, with 6 years of industry experience. Nikola operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 18,812 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.40% |
| $500K - $1000K | 1.90% |
| $1M+ | 1.40% |
Fees are negotiable. Actual fees may differ based on advisor's previously established fee schedules.
Fee Estimator
Location
3632 Johnson Mill Blvd., Suite 107, Springdale, AR, 72762
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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
Nikola operates under several DBAs for LPL business, including Cornerstone Wealth Management and Cornerstone Wealth Portfolios. Nikola also provides investment advisory services through Cornerstone Wealth Management, LLC, dedicating about two-thirds of their time to this activity, and has a business entity, Eagle Stone Wealth Management, for tax/investment purposes only.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations8 states
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