Nicholas Wealth Management offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. NWM may direct clients to third-party investment advisors. NWM also offers financial planning services, which may include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$410M
Clients619
Advisors8
Avg. per Client$670K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Strategy fee of 0.30% is charged in addition to standard annual fees for NWM strategies.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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