Nicholas Acri
Nicholas Acri is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Battle Creek, MI, with 5 years of industry experience. Nicholas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
77 Michigan Ave E., Ste. 140, Battle Creek, MI, 49017
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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 ActivitiesSells Insurance
Nicholas is a coach/consultant for the Foundation for Financial Planning, dedicating minimal time. He is also an independent insurance agent for various companies, spending minimal time on this activity, and an investment advisor representative for Generations Financial Planning & Wealth Management, dedicating nearly full-time hours. Finally, Nicholas is a committee member for Rotaract, volunteering a few hours per week.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
State Registrations14 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.
Exams
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