NICH Capital Partners offers investment management services, creating tailored portfolios of stocks, bonds, ETFs, and mutual funds based on client needs and goals. Portfolios are monitored and rebalanced regularly. NICH Capital Partners acts as a fiduciary, prioritizing client interests and maintaining open communication to help clients achieve their financial goals while considering their risk tolerance and time horizon.
Assets Under Management$150M
Clients69
Advisors2
Avg. per Client$2.1M
Avg. per Advisor$74M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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