Nicholas Fichter is a CFP-designated registered investment advisor at Fichter & CO. Investors, based in Duxbury, MA, with 31 years of industry experience. Nicholas 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 27 clients with $3.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fichter & Co. Investors charges a percentage of your portfolio each year. The fees are charged quarterly, based on the market value at the end of the quarter.
For normal accounts, the annual fee is 1.00%. For reduced volatility accounts, the annual fee is 0.75%. For low volatility accounts, the annual fee is 0.33%.
For 401(k), 403(b), 457, and similar accounts, the annual fee depends on the number of investment choices in the plan:
- 10 or fewer choices: 0.12%
- 11-20 choices: 0.18%
- 21-30 choices: 0.25%
- 31-100 choices: 0.33%
- 101+ choices: 0.42%
Higher or lower fees may be negotiated in unusual circumstances or for clients who select additional, non-investment management services, such as tax planning.
Location
Duxbury, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Fichter & CO. Investors
State Registrations1 state
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