Nichols Investment Management (NIM) provides investment management services, including asset allocation, risk analysis, portfolio selection, and equity recommendations. NIM primarily invests in equity securities, REITs, mutual funds, exchange-traded funds, and U.S. government securities. NIM tailors its services to each client's individual goals, time horizon, investment experience, and risk tolerance. NIM specializes in a small-cap value strategy for appropriate clients.
Assets Under Management$59M
Clients45
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$59M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.00% |
| $200K - $1.0M | 0.70% |
| $1M+ | 0.30% |
With certain clients, Nichols Investment Management charges a fixed fee. NIM may negotiate a lesser management fee based on certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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