Ian Nichols is a registered investment advisor at Cyr Financial INC., based in Hennepin, IL, with 7 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 472 clients with $180M 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 | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.55% |
| $7.5M+ | 0.40% |
Fees may be negotiable at the sole discretion of the Advisor. Certain legacy Client relationships may have a fee schedule that differs from the table above.
Fee Estimator
Location
220 E High St, Suite 102, Hennepin, IL, 61327
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
Ian is a board member trustee for the Starved Rock Flying Club. This activity is not investment-related.
Employment History
Current Registrations
Cyr Financial INC.
State Registrations1 state
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