Nicola Wealth Management is a registered investment advisor offering financial planning, investment management, insurance, and estate planning. They focus on generating sustainable cash flow for clients, tailoring investment strategies to individual needs, risk tolerance, and other factors. Services include discretionary and non-discretionary portfolio management. They primarily serve high net worth individuals and business owners.
Assets Under Management$10B
Clients6,153
Advisors5
Avg. per Client$1.6M
Avg. per Advisor$2B
Fee Structure
Minimum Investment:$1M
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.15% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $20.0M | 0.45% |
| $20.0M - $40.0M | 0.45% |
| $40.0M - $60.0M | 0.40% |
| $60M+ | 0.35% |
Fee schedule is for AUM between $1,000,000 - $20,000,000 and for AUM above $20,000,000. The advisory fee is negotiable, depending on individual client circumstances. At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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