Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nick? Claim Your ProfileNick Frey is a financial advisor registered in Indiana. Nick is affiliated with Valeo Financial Advisors, LLC and has been with the firm since May of 2022. Nick has a strong background in the financial industry, having previously worked at First Merchants Bank and Valeo Financial Advisors, LLC. Nick is a Certified Financial Planner and is committed to providing personalized financial advice to help clients achieve their financial goals. Nick specializes in providing financial advice for Individuals, Corporations, High Net Worth Individuals, and Charitable Organizations. Nick's clients are typically located in Indiana.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of client net worth
1
2
IN
05/16/2024 - Present
Valeo Financial Advisors, LLC (CARMEL IN)
Active
Inactive
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