Nikulski Financial, Inc. provides comprehensive financial planning, asset management, and investment consulting services. Founded in 2009 and owned by Brian J. Nikulski, the registered investment advisor builds customized portfolios using individual stocks, bonds, exchange-traded funds, and alternative investments across three risk bands. Nikulski Financial also offers 401(k) management and retirement plan consulting for businesses. The firm emphasizes open communication, tailored strategies, and continuous portfolio supervision.
Assets Under Management$450M
Clients475
Advisors8
Avg. per Client$950K
Avg. per Advisor$56M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $7.5M | 0.80% |
| $7.5M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.65% |
| $15.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Multiple accounts under the same household may be aggregated to reach fee break points.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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