Advisor at Wittlin Advisory
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Nicholas Reynolds is a financial advisor at Wittlin Advisory with seven years of industry experience. He holds a Series 65 designation and has worked previously at Dillon & Associates and Fisher Investments. Reynolds is currently associated with both Wittlin Advisory and Riser Investing, LLC. Wittlin Advisory is a fee-only investment management firm serving high-net-worth individuals, families, and foundations, including a notable international client base. The firm offers both discretionary and non-discretionary portfolio management, employing fundamental analysis and regular portfolio monitoring, and provides investment advice that spans traditional funds, private placements, and digital assets.
Flat annual fee for consulting services, negotiable, between $25,000 and $600,000
1.00% annually
Account minimum: $10,000,000 Minimum fee: Minimum fee of $50,000 Fee-only: Fixed fee between $25,000 and $600,000 annually for consulting services
Clarklake, MI
Michigan
Roger Wittlin Investment Advisory, LLC
2026 - Present (1 year)
Riser Investing, LLC
2025 - Present (1 year)
Dillon & Associates
2021 - 2025 (4 years)
Fisher Investments
2014 - 2021 (7 years)
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