Nicholson Meyer Capital Management, INC.
Assets Under Management
$292.9M
Number of Clients
249
Number of Advisors
2
Avg. Portfolio per Client
$1.2M
Avg. Managed per Advisor
$146.5M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Nicholson Meyer Capital Management offers ongoing investment management, corporate retirement plan services, and financial consulting. For investment management, they monitor client accounts, make investment decisions, and execute trades. Financial consulting focuses on overall financial situations, including long-term goals, investments, tax planning, and retirement planning. They primarily invest in stocks, bonds, ETFs, and mutual funds, tailoring services to individual client needs.
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.
Fee Estimator
Areas of Practice
Location
4600 Madison Avenue, Suite 150, Kansas City, MO, 64112