Nicholson Meyer Capital Management, Inc

CRD#105580
Investment Advisor Firm

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Learn more about Nicholson Meyer Capital Management, Inc

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Nicholson Meyer Capital Management, Inc operates as a financial advisor firm that has its headquarters in Kansas City, Missouri. The firm manages $218.5 million in total assets throughout 577 accounts, placing it in the mid-tier of firms in the country by assets under management (AUM). The firm has a small group, including 2 financial advisors. Nicholson Meyer Capital Management, Inc is not a registered broker-dealer, signifying that it cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets such as bonds, stocks and options.

    Nicholson Meyer Capital Management, Inc manages all of the firm's accounts on a discretionary basis. Discretionary management signifies that transaction judgments for the client's account are made by an investment advisor without needing client consent. The firm's typical account size is $378,631. The average advisor at Nicholson Meyer Capital Management, Inc administers about 289 client accounts.

    The firm's headquarters is located at 4600 Madison Avenue, Kansas City, Missouri 64112. The company is allowed to serve customers across a number of states, including Kansas, Louisiana, Missouri, Nebraska, Texas and Wisconsin.

    Assets Under Management

    $218.5 million

    Number of Advisors

    2

    Disclosures

    No

    Office Location

    4600 Madison Avenue
    Kansas City, MO 64112

    Nicholson Meyer Capital Management, Inc by the Numbers

    Total Assets Under Management

    $218.5 million

    National Average: $8.6 billion
    Total Number of Employees

    5

    National Average: 64
    Total Number of Accounts

    577

    National Average: 375,227
    Average Account Size

    $378.6 thousand

    National Average: $23.0 thousand
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    Products and Services

    Nicholson Meyer Capital Management, Inc offers a number of financial services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. In the prior financial year, the company provided 1-10 of its customers with financial planning services. It does not sell products or offer services aside from investment advisory services to its investment advisory clients.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

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    Fee Structure

    Fees for financial management usually depend on the type of financial services provided. However, fee types charged by the company likely are comprised of any blend of the following fee structures: asset-based, hourly or fixed. The firm does not provide a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    It caters to retail investors, high net worth investors and charitable organizations. Out of its 577 customers, Nicholson Meyer Capital Management, Inc's largest client is retail investors, but it also serves 54 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts are non-U.S. persons.

    • High-Net-Worth Individuals* - 22.98%
    • Other Individuals - 74.89%
    • Corporations - 0%
    • Charitable Organizations - 2.13%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Nicholson Meyer Capital Management, Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Nicholson Meyer Capital Management, Inc

    Susanne Meyer
    Kansas City, MO
    Jennifer Nicholson
    Kansas City, MO

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