Niemann Investments offers investment management services based on each client's objectives and risk tolerance. They monitor client portfolios and make investment decisions without prior consultation, unless clients impose written restrictions. Niemann Investments does not participate in wrap fee programs. They also provide advice on retirement accounts, acting in the client's best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1M+ | 0.75% |
Clients with assets of $1,100,000 or more under management with Niemann Investments are given the option of selecting an alternative fee arrangement that is comprised of both an asset-based management fee and a performance “incentive” fee. Clients electing this arrangement will receive a 0.50% reduction in the annual asset-based fee rates set forth in the Standard Investment Management Fee schedule above (i.e. the first $1 million will be assessed at 0.75% and over $1 million will be assessed at 0.50%). In addition, clients will be assessed a performance-based fee that is 25% percent of the portfolio return in excess of the benchmark return.