Nicholas Wealth Management offers ongoing portfolio management, financial planning, and proprietary investment strategies. Nicholas Wealth Management creates personalized investment plans based on each client's goals, time horizon, and risk tolerance, taking authority to make trades without asking first. The firm utilizes various asset classes including mutual funds, exchange-traded funds, equities, fixed income, real estate funds, and private placements. Additionally, Nicholas Wealth Management serves as an investment sub-adviser to several exchange-traded funds, including proprietary niche funds, and may utilize these affiliated funds in client model portfolios. The firm also assists clients with retirement planning, tax concerns, insurance strategies, college planning, and debt management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are generally negotiable. Selecting specific Nicholas Wealth Management strategies adds an extra 0.30% strategy fee to the standard annual fee.