Assets Under Management
$3.8B
Number of Clients
3,885
Number of Advisors
34
Average Client AUM
$991K
AUM per Advisor
$113.2M
Compensation
Fee-Only (AUM)
Nicolet Advisory Services offers investment management, financial planning, and consulting services to retirement plans. They assist clients with investment policy statements, investment selection, monitoring, and QDIA selection. They also provide service provider liaison, participant education, plan search support, benchmarking, and fee identification.
111 N. Washington Street, Green Bay, WI, 54301