Nicholson Meyer Capital Management offers investment management services with continuous supervision of client accounts. They also provide financial consulting services, focusing on overall financial situations, including investments, tax planning, asset allocation, risk management, and retirement planning. The firm specializes in building globally diversified portfolios using stocks, bonds, ETFs, and mutual funds, and may delegate management responsibilities to outside managers.
Assets Under Management$340M
Clients268
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$400K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
In some situations, a fixed fee may be negotiated, not to exceed 1.00% of managed assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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