John Wylie
John Wylie is a registered investment advisor at Nicholas Investment Partners, L.P., based in Rancho Santa Fe, CA, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 26 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Nicholas Investment Partners' fees are based on a percentage of the value of your portfolio or the performance of the account. Here's how the fees work for different investment strategies:
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US Small Cap, US SMID Cap Growth, US Growth Equity:
- First $50M: 1.00% (US Small Cap), 0.95% (US SMID Cap Growth), 0.80% (US Growth Equity)
- Next $25M: 0.85% (US Small Cap), 0.85% (US SMID Cap Growth), 0.75% (US Growth Equity)
- Next $25M: 0.75% (US Small Cap), 0.75% (US SMID Cap Growth), 0.65% (US Growth Equity)
- Thereafter: 0.65% (US Small Cap), 0.65% (US SMID Cap Growth), 0.55% (US Growth Equity)
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US Convertibles:
- First $25M: 0.75%
- Next $25M: 0.70%
- Next $50M: 0.60%
- Thereafter: 0.50%
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NicTech: 0.75% management fee with a 15% performance fee on excess returns above the NASDAQ Composite Index return.
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US Equity Opportunities: 0.85% flat
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Convertible Plus: 1.25% flat
These fees are typically paid quarterly. Nicholas may waive or reduce fees based on various factors.
Location
6451 El Sicomoro Street, Rancho Santa Fe, CA, 92067
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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
Nicholas Investment Partners, L.P.
Previous Registrations
Capitalworks Investment Partners LLC
State Registrations1 state
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