What is Form CRS?
Form CRS is a client or customer relationship summary. We are required to deliver a relationship summary to you beginning in summer 2020. The relationship summary contains important information about our firm.
Why should I read a relationship summary?
Choosing or continuing to work with a financial professional is an important decision. Advisers and brokers offer different types of services and are paid differently. Reading our relationship summary can help you decide if Nikulski Financial, Inc is a good fit.
What information is in a relationship summary?
A relationship summary tells you about:
- the types of services the firm offers;
- the fees, costs, conflicts of interest, and required standard of conduct associated with those services;
- whether the firm and its financial professionals have reportable legal or disciplinary history; and,
- how to get more information about the firm.
A relationship summary also includes questions to help you begin a discussion about the relationship, including our services, fees, costs, conflicts, and disciplinary information.