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Nicholas Reynolds

7 Years of Experience
Clarklake, MI

Nicholas Reynolds is a registered investment advisor at Riser Investing, LLC, based in Clarklake, MI, with 7 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$24.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

For individuals and families. Fees are negotiable and may vary among clients. For plan sponsors of retirement plans, the annual management fee is 0.30%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Clarklake, MI

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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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Employment History
Current Registrations
Riser Investing, LLC
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Dillon & Associates INC
June 2021 - March 2025 · 3 yrs 9 mos
Fisher Investments
June 2018 - May 2021 · 2 yrs 11 mos
State Registrations1 state
MI
Advisor

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.