Nicholas Fry is a registered investment advisor at Fry Investment Advisors, INC., based in Centerville, OH, 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. Their firm serves 65 clients with $27M 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 | 1.80% |
| $500K - $1.0M | 1.60% |
| $1M+ | 1.35% |
Advisory fees are generally negotiable. If the combined average daily balance of all Client's accounts during the Billing Period is under $50,000, Client will be charged the minimum platform fee of $100 even though this amount is greater than a 0.20% platform fee on that balance. As a result, the Client’s total annual fee may exceed 1.80%.
Fee Estimator
Location
323 Regency Ridge Dr., Centerville, OH, 45459
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
Nicholas is an accountant and President of Fry and Associates, CPA, Inc., a public accounting firm. He may offer clients advice or products from this activity.
Employment History
Current Registrations
Fry Investment Advisors, INC.
State Registrations2 states
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.