Donald W. Nicholson & Associates provides investment advice based on your individual needs. They offer asset management services, where they recommend investments and monitor your portfolio. They also offer financial planning services, including comprehensive and limited reviews. For retirement plans, they provide general investment advice and participant education. They primarily recommend no-load mutual funds but may suggest other securities or non-securities products.
Assets Under Management$170M
Clients172
Advisors3
Avg. per Client$1M
Avg. per Advisor$57M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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