Nicollet Investment Management offers investment management services using internally managed stock strategies (large and mid-to-small capitalization growth) and fixed income securities. They also offer an index strategy using mutual funds or ETFs. Nicollet works with clients to determine the appropriate mix of stocks and bonds. In addition, Nicollet offers financial advisory services including retirement planning, investment planning, income tax and estate planning, college education finance planning, and wealth transfer planning. They also provide ERISA plan services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.10% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.90% |
| $20.0M - $50.0M | 0.75% |
| $50M+ | 0.55% |
These fees are for clients using active stock investment strategies. For clients using mutual funds or ETFs for stock investments and individual security fixed income management, the fee is 0.50% annually. Fees are negotiable.