Richard Nichols is a registered investment advisor at Dewitt Capital Management LLC, based in Mystic, CT, with 30 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 16 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.75% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above. Fees are NOT NEGOTIABLE.
Fee Estimator
Location
Mystic, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Dewitt Capital Management LLC
State Registrations1 state
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