Nicolette Financial Advisors offers financial planning, consulting, and investment advisory services. Planning covers areas like cash flow, taxes, insurance, asset allocation, retirement, and small business planning. Investment advice is provided on a non-discretionary basis, meaning Nicolette Financial needs your approval before making any trades. Nicolette Financial also provides tax preparation services.
Assets Under Management$26M
Clients33
Advisors1
Avg. per Client$790K
Avg. per Advisor$26M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 0.60% |
| $150K+ | 1.60% |
The quarterly fee will be a maximum of 0.4% of AUM for AUM greater than $150,000. If AUM is under $150,000, Nicolette Financial will charge a minimum Investment Advisory fee of $150 per quarter.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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