Jennifer Nicholson
Jennifer Nicholson is a CFP-designated registered investment advisor at Nicholson Meyer Capital Management, INC., based in Kansas City, MO, with 30 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 268 clients with $340M 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 $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
Location
4600 Madison Avenue, Suite 150, Kansas City, MO, 64112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jennifer is a member of the advisory board and investment committee for The Women's Foundation of Greater Kansas City, dedicating minimal time per month. She also chairs the finance committee for Northwest Foundation benefiting Northwest Missouri University, spending minimal time per month overseeing investments.
Employment History
Current Registrations
Nicholson Meyer Capital Management, INC.
Previous Registrations
Nicholson Capital Management, INC.
State Registrations2 states
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