Nicholson Wealth Management Group (NWMG) offers personalized financial planning and investment advisory services to individuals, including high net worth individuals, and entities such as family offices, trusts, and retirement plans. NWMG provides both discretionary and non-discretionary investment management services, tailoring advice to each client's objectives and financial needs. The firm primarily uses mutual funds and ETFs, but may also invest in other securities. NWMG also offers advisory services to retirement plans.
Assets Under Management$320M
Clients205
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$160M
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Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $20.0M | 0.75% |
| $20M+ | 0.75% |
Fees negotiable for accounts over $20,000,000. The percentage for the highest range of Managed Asset value achieved applies to all Managed Assets, not just Managed Assets within that range.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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