Nicholas Rutz is a registered investment advisor at Powers Advisory Group, LLC, based in Highland, IL, with 2 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 529 clients with $250M 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 $1.0M | 1.00% |
| $1M+ | 0.50% |
The annual fees are negotiable. For held-away assets like 401(k)s, the fee is 0.75% annually.
Fee Estimator
Location
2603 Plaza Drive, Highland, IL, 62249
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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 Activities
Nicholas owns a child care company and a real estate investment company. These activities are not investment-related.
Employment History
Current Registrations
Powers Advisory Group, LLC
State Registrations3 states
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