St. Nicholas Private Asset Management aims to provide excellent investment management and client service. They use a flexible investment approach, considering both growth and value companies across all market sizes. St. Nicholas focuses on each client's unique needs, offering tailored solutions rather than a one-size-fits-all approach. They manage investments in stocks and bonds for individuals, trusts, retirement accounts, and charitable accounts.
Assets Under Management$150M
Clients94
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$150M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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