Nickelplate Financial offers portfolio management services tailored to individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Nickelplate Financial also offers 3(21) advisory services for retirement plans, reviewing investment options and providing a select list for plan sponsors. They generally limit their investment advice to mutual funds, fixed income securities, insurance products including annuities, equities or ETFs.
Assets Under Management$13M
Clients45
Advisors1
Avg. per Client$290K
Avg. per Advisor$13M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M+ | 1.00% |
Fees are generally negotiable. Clients holding assets at American Funds are charged a flat annual fee of 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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