Advisor at Niles Asset Management, Inc
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.
Location
Brushton, NY
Credentials
Series 65
Industry experience
1 year
Graham Niles is a Series 65-licensed financial advisor at Niles Asset Management, Inc. with 11 years of industry experience. He has been with Niles Asset Management since 2015. Niles Asset Management provides personalized financial planning and investment management to a diverse client base, including individuals, trusts, estates, charities, pension plans, small businesses, and banks. The firm uses a core-and-satellite investment approach and offers a range of engagement options beyond typical asset management, such as fixed retainers and standalone planning or tax services.
Based on Niles Asset Management, Inc
Retainer agreements range from $13,000 to $30,000 annually, negotiable; financial planning minimum fee $100, negotiable
$0 - $10,000: 1.25% minimum annual fee (fee may be higher percentage for smaller accounts) $10,001+: 1.25% on equity/balance; 1.00% on fixed income (fees are negotiable)
$100 per hour for follow-on financial planning implementation and limited scope engagements; $125 per hour for separate tax preparation
Account minimum: $100,000 Minimum fee: Minimum annual fee of 1.25% of assets under management, with account minimum of $100,000; minimum annual fee charged when account value falls below $10,000 Fee-only: Fee-only financial planning and investment management; no commissions accepted
Brushton, NY
New York
Niles Asset MGT
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Series 65
Brushton, NY
Niles Asset Management, Inc
Ryan Niles is a financial advisor at Niles Asset Management, Inc. with over 20 years of experience. He holds a Series 65 designation and has been associated with Niles Asset Management since 2006. In addition to his advisory role, he has been involved with Clarkson University since 2017. Niles Asset Management provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, small businesses, and banks. The firm operates as a fee-only adviser with a core-and-satellite investment approach, offering a range of engagement options including discretionary asset management, hourly, retainer, and standalone planning or tax services.
CFP®
Brushton, NY
Niles Asset Management, Inc
Terry Niles is a CFP® professional with 35 years of experience at Niles Asset Management, Inc. He is based in Brushton, NY. Outside of his advisory work, he owns and supervises operations at Niles and Sons, LLC, which includes a restaurant. Niles Asset Management provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, pension plans, and small businesses. The firm employs a core-and-satellite investment approach and offers a variety of engagement structures without accepting commissions.
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