Nichols Investment Advisory Services offers financial wealth management services to professionals, retirees, and business owners. Christopher Nichols has been in the financial services business since the 1980s. Nichols Investment Advisory Services uses Charles Schwab as the primary custodian for client accounts. The firm designs portfolios to grow assets and provide income in retirement. They also help businesses design and implement retirement plans and work with estate planning attorneys and accountants to accomplish estate planning objectives.
Assets Under Management$25M
Clients100
Advisors1
Avg. per Client$250K
Avg. per Advisor$25M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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