Nicolet Wealth Management
Assets Under Management
$3.8B
Number of Clients
3,885
Number of Advisors
34
Average Client AUM
$991K
AUM per Advisor
$113.2M
Compensation
Fee-Only (AUM)
About This Firm
Nicolet Advisory Services offers investment management, financial planning, and consulting services to retirement plans. They assist clients with investment policy statements, investment selection, ongoing monitoring, and qualified default investment alternatives. They also provide service provider liaison, participant education, plan search support, benchmarking, and fee identification services.
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
Location
111 N. Washington Street, Green Bay, WI, 54301