Nicholson Meyer Capital Management provides continuous investment management and financial consulting services for individuals, high-net-worth clients, retirement plans, and businesses. The firm builds globally diversified portfolios using individual stocks, bonds, exchange-traded funds, and mutual funds, tailored to each client's specific goals and risk tolerance. In addition to personal wealth management, Nicholson Meyer Capital Management offers retirement plan services for corporate sponsors and standalone financial consulting covering areas such as estate planning, insurance, and retirement. The firm operates on a fee-only basis and requires clients using its investment management services to hold their assets with Fidelity.
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% |
Fees and methods of payment are negotiable in limited and unique circumstances. Retirement solutions program generally ranges from 0.35% to 0.50% of total plan value.