Neumeier Poma Investment Counsel (NPIC) offers investment advice and manages portfolios for institutions and high-net-worth individuals. NPIC uses a "long only" strategy, continuously evaluating portfolios and making trades based on client guidelines and investment objectives. NPIC does not offer financial planning services. NPIC also manages the NIC Fund, a private fund investing in public equities.
Assets Under Management$1.1B
Clients74
AdvisorsN/A
Avg. per Client$15M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$20M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. A minimum of $20 million of assets under management is typically required.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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