Nickolas James Simoneau
Advisor at Irontree Advisors LLC — Clifton, IL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
14 years
Location
Clifton, IL 60927
Irontree Advisors LLC
Independent
Total advisors
1Clients per advisor
11 TypicalAvg AUM per client
$1,227,409 HighHNW client ratio
45% HighNickolas Simoneau is a financial advisor at Irontree Advisors LLC with 14 years of industry experience. He holds a Series 66 designation and has led Irontree Advisors since 2013. In addition to his advisory role, he operates a tax preparation business and holds Illinois property/casualty and life/health insurance licenses, which he uses to offer complementary insurance services. Irontree Advisors serves individual clients, high-net-worth individuals, and trusts by providing discretionary portfolio management and comprehensive wealth planning. The firm employs a diversified investment approach incorporating fundamental, technical, quantitative analysis, and modern portfolio theory, using various tools such as mutual funds, ETFs, and alternative investments, tailored to client goals and risk tolerance.
Based on Irontree Advisors LLC
$0 - $2,000,000: .50 – 1.25% $2,000,001+: .50 - .90%
$125 per hour
Minimum fee: $2,500 per quarter ($10,000 annually)
Clifton, IL
585 Main St.
Clifton IL 60927
Advisors at this office
1
Illinois
14 years of industry experience
IRONTREE Advisors
2013 - Present • 13 years
1 Dearborn Square - Suite 515, IL
Morgan Stanley
2010 - 2011 • 1 year
Bourbonnais, IL
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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