Niche Investment Advisors offers financial planning, asset management, and qualified retirement plan services. Financial planning helps clients set long-term financial goals through investments, tax planning, and retirement planning. Asset management provides ongoing supervision of client accounts, including continuous monitoring and trading when necessary. Niche Investment Advisors tailors its services to individual client needs and objectives.
Fee Structure
Niche Investment Advisors offers investment management services for a percentage of the assets they manage. The exact fee is negotiable based on factors like account size and complexity.
There is also an option for portfolios to be managed by unaffiliated investment advisors (Sub-Advisors). Fees charged by Sub-Advisors range between 0.15% and 1.00% annually, in addition to Niche Investment Advisors' fees. The combined fees will not exceed 3%.