56023 Winged Foot | La Quinta, CA 92253
415-203-3896 |

Fee Structure

NICH Capital Partners, LLC is a fee-only investment manager, independent of Wall Street influences. We are not paid commissions and have no incentive to sell or recommend any particular security. Since we base our fees on a percentage of assets under management, we are clearly aligned with our clients’ interests. We benefit when your assets grow and your goals are met.

Fees for investment management services are calculated as a percentage of assets under management. The fees are billed quarterly in arrears, based on the assets value under management as of the last day of the calendar quarter. Our standard fee schedule is:

Assets under Management Annual Fee
$500,000 to $1,000,000 1%
$1,000,001 to $5,000,000 0.75%
$5,000,000 and above Negotiable

NICH Capital Partners, LLC may charge qualified* clients “performance fees” – that is, fees based on a share of capital gains or capital appreciation of the managed assets of a client. We charge the performance based fee quarterly in arrears as follows: 20% of the net profits achieved for the previous quarter of the account management (there is no annual fee under this arrangement.)

Firm Brochure 2015 ADV Part 2A

* We are currently permitted to charge performance based fees only to clients with at least $1,000,000 under management with our firm or a net worth of at least $2,000,000. It is expected that the SEC will revisit this standard in the near future and tie the definition of a qualified client to inflation. It is unclear at this time whether the SEC will grandfather or exempt existing qualified clients being charged performance based fees from a greater financial threshold for meeting the qualified client standard should the definition change.