Nidhi Capital provides portfolio management based on individual client goals and risk tolerance. They create investment plans and manage investments in mutual funds, stocks, bonds, and ETFs. Nidhi Capital also offers financial planning services, including retirement, college, and debt planning, for fixed or hourly fees. Qualified investors may be charged performance-based fees.
Assets Under Management$9.1M
Clients47
Advisors1
Avg. per Client$190K
Avg. per Advisor$9.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. Qualified investors may instead choose a performance-based fee of 25% of net profits above the high water mark with a hurdle rate of 6.00%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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