Nickel Investment Advisors (NIA) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. NIA creates an Investment Policy Statement for each client to guide asset allocation and selection. NIA requests authority to make trades without asking first. NIA primarily invests in mutual funds.
Assets Under Management$41M
Clients36
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...