Nichols Group LLC manages investment portfolios for individuals. Nichols typically invests in mutual funds, exchange-traded funds (ETFs), fixed income, and equity securities. Nichols Group does not offer financial planning services. Nichols Group recommends that clients use Charles Schwab & Co., Inc. as the qualified custodian.
Assets Under Management$41M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$41M
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 of the assets under management, based on anticipated account activity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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