Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.60% |
Fees may be negotiable based on various criteria.
Fee Estimator
Nicolet Advisory Services charges a fee of 0.60% annually, based on the value of assets held in the retirement plan, payable quarterly. Clients should understand that there generally will be two layers of fees with respect to the investment management services. Participants will pay an advisory fee to the fund manager and other expenses as shareholders of the funds held. Separate from those fees, the Plan pays us our fee for our investment recommendation services. Fees may be negotiable based on anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-existing/legacy relationship, and account retention.
Areas of Practice
Advisor Information
Office location
111 N. Washington Street, Green Bay, WI, 54301
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Dana is a Notary Public for Wisconsin, dedicating minimal time to this activity. She is also a Registered Client Service Associate at Nicolet.