E.J. Nickerson CO.

Fee-Only (% of Portfolio)

E. J. Nickerson Company is a registered investment advisor that provides continuous management services exclusively to one private investment partnership named Third Century Partners. Clients gain access to the firm's services solely by investing in this partnership. E. J. Nickerson Company uses fundamental analysis to select equities for the partnership portfolio, evaluating financial statements, earnings, management structure, and competitive positioning. The firm has full authority to make trades without asking first and manages the partnership's operations and custody of assets.

Assets Under Management$21M
Clients1
Advisors1
Avg. per Client$21M
Avg. per Advisor$21M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Applies to the private investment partnership Third Century Partners, paid monthly in arrears and accepted in shares of the partnership.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm