Nicolet Advisory Services offers consulting and advisory services to retirement plans, assisting trustees and fiduciaries. Services include creating investment policy statements, recommending investments, monitoring investments, and helping select qualified default investment alternatives. They also act as a liaison between the plan and service providers, offer participant education, and assist with plan searches and fee identification. Nicolet Advisory Services does not provide services directly to plan participants unless through a separate agreement.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Retirement Plan Services fee is generally 0.60%, based on an annualized percentage of assets held in the Plan. Fees may be higher or lower based on factors such as total amount of assets involved in the client relationship, the complexity of the services we provide, and the number and range of supplementary advisory and client-related services to be provided. Participants will pay an advisory fee to the fund manager and other expenses as shareholders of the funds held. Separate from those fees, the Plan pays us our fee for our investment recommendation services.