Nichols Wealth Advisors provides portfolio management, investment advice, consulting, and performance reporting. They manage client portfolios with full investment discretion, offering three investment strategies: Equity Income, Multi-Cap Equity, and Intermediate Fixed Income. They also offer financial planning services including personal financial planning, insurance and estate planning, tax and cash flow analysis, retirement income planning, investment analysis, and education planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees are negotiable for accounts above $10M. This schedule applies to the Equity Income Strategy. The Multi-Cap Equity Strategy has the same fee schedule except the second tier is 0.75%. The Intermediate Fixed Income Strategy has a fee of 0.75% on the first $5M and 0.55% on the next $5M.