Nicholas Company, founded in 1967, manages investments for individuals, institutions, and registered investment advisors. Nicholas focuses on long-term investment returns by investing in companies capable of growing their intrinsic value. Nicholas offers equity strategies, including multi-cap, mid-cap, small-cap, and equity income. Nicholas does not offer financial planning services or advise on selecting other money managers or mutual funds not managed by them.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5M+ | 0.65% |
Fee schedule shown is for Small-cap Growth strategy. Multi-cap Growth and Equity Income strategies charge 0.50% on the first $5,000,000 and 0.40% in excess of $5,000,000. Mid-cap Growth strategy charges 0.55% on the first $5,000,000 and 0.45% in excess of $5,000,000. Fees are negotiable.