Niles Asset Management provides financial planning and investment management services. This includes helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, plan for education, and plan for retirement and estate matters. Niles Asset Management is a fee-only firm and does not sell commissioned products or accept commissions or finder's fees.
Fee Structure
Niles Asset Management may manage your investments as part of an advisory service agreement or an investment management agreement. The annual fee is 1.25% of equity/balanced investments and 1% of fixed income investments. These fees are negotiable. There is a minimum account size of $100,000, which equates to a $1,250 annual fee. If an account falls below $10,000, the minimum annual fee of 1.25% is still charged.