Nichols & Pratt Advisers manages investments for trusts, IRA owners, and individuals. They primarily recommend stocks from a list of fewer than 75 established companies, along with select mutual funds, exchange-traded funds, and high-rated debt securities. Nichols & Pratt Advisers tailors its advice to each client's needs, balancing income with capital preservation and considering their risk tolerance. Clients can also request restrictions on certain investments.
Assets Under Management$2.3B
Clients108
Advisors2
Avg. per Client$21M
Avg. per Advisor$1.2B
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 9.50% |
| $1.0M - $2.0M | 8.50% |
| $2.0M - $3.0M | 7.50% |
| $3.0M - $5.0M | 6.00% |
| $5M+ | 4.00% |
All fees are subject to negotiation. Nichols & Pratt Advisers may impose fees higher or lower than those set forth above for any account based on the particular circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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