Gyeral Nice
Gyeral Nice is a registered investment advisor at The Bottom Line Wealth Management LTD., based in Toledo, OH, with 7 years of industry experience. Gyeral 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, High Net Worth, and 4 more. Their firm serves 205 clients with $7.2M 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 $3.0M | 1.25% |
| $3.0M - $5.0M | 1.15% |
| $5M+ | 1.05% |
Fees are negotiable. The firm also offers a flat fee structure ranging from $2,500 to $60,000 annually, not to exceed 1.25% of the portfolio value.
Fee Estimator
Location
2600 N. Reynolds Road, Suite 103B, Toledo, OH, 43615
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 ActivitiesSells Insurance
Gyeral works as an insurance agent for Capaveril II & Associates, dedicating nearly full-time hours to insurance sales and services since 2012. Gyeral is also an insurance agent for Retirement Income Consultants, focusing on fixed insurance sales for about a quarter of their time.
Employment History
Current Registrations
The Bottom Line Wealth Management LTD.
Previous Registrations
Sunrift Capital Partners LLC
State Registrations3 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.