Nixon Capital LLC

Fee-Only (% of Portfolio)

Nixon Capital provides investment management services on a discretionary basis to separately managed accounts and a pooled investment vehicle (a Fund). Nixon Capital may provide these services directly to clients or through other investment advisors as a third-party money manager or sub-advisor. Investments are made according to a client's objectives and are not tailored to individual needs. Clients may impose restrictions on investments.

Assets Under Management$390M
Clients203
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$190M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10.0M - $30.0M0.75%
$30M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm