Nichols Group LLC provides investment management services to individuals, typically investing in mutual funds, exchange-traded funds, fixed income, and equity securities. Led by sole member Douglas Nichols, the registered investment advisor manages client portfolios on a discretionary basis, meaning they make trading decisions on behalf of clients without needing prior approval for every transaction. The firm operates out of San Juan, Puerto Rico, and uses Charles Schwab & Co., Inc. as the qualified custodian to hold client assets.
Assets Under Management$47M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$47M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 1% to 2% per year based on anticipated account activity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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