How does the advisor help clients – Key Takeaways:
NIGIDO MULLIN INVESTMENT STRATEGIES, LLC is a premier financial advisory firm that specializes in assisting clients in creating personalized investment strategies. With a team of expert advisors, NIGIDO MULLIN INVESTMENT STRATEGIES, LLC provides clients with tailored financial solutions to help them achieve their financial goals.
Facts and Insights
NIGIDO MULLIN INVESTMENT STRATEGIES, LLC was founded in 2009 and has over a decade of experience in the financial industry. As a Registered Investment Advisor (RIA), the firm is held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients at all times. This sets NIGIDO MULLIN INVESTMENT STRATEGIES, LLC apart from other financial advisory firms who may not be held to the same standard.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10+ |
| Time in Business: | over 10 years |
Financial Services Offered
NIGIDO MULLIN INVESTMENT STRATEGIES, LLC offers a wide range of financial services to meet the diverse needs of their clients. Some of the services provided include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Services
Client Types
NIGIDO MULLIN INVESTMENT STRATEGIES, LLC serves a diverse range of clients, including high-net-worth individuals, families, and businesses. Their client base also includes individuals who are planning for retirement or managing their wealth for future generations.
Fees & Compensation
NIGIDO MULLIN INVESTMENT STRATEGIES, LLC charges a fee based on a percentage of assets under management. This fee structure aligns their interests with those of their clients, as the firm only earns more when the client’s assets grow in value. This fee structure also prevents any potential conflicts of interest that may arise from commissions or other compensation methods.
Background
NIGIDO MULLIN INVESTMENT STRATEGIES, LLC was founded by John Nigido and Peter Mullin, both experienced financial professionals with over 30 years of combined experience in the industry. The firm takes a team approach to assist clients, with each advisor bringing their own expertise and skills to the table.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, NIGIDO MULLIN INVESTMENT STRATEGIES, LLC is required to disclose any potential conflicts of interest or disciplinary actions. They have a clean regulatory record, meaning they have not been subject to any disciplinary actions by regulatory bodies.