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Nicolet Wealth Management
Green Bay, Wisconsin
4.2
40 Reviews
Nicolet Wealth Management is a respected regional investment advisory firm headquartered in Green Bay, WI, and boasts a network of nine offices. With a team of 58 dedicated professionals, including 32 experienced investment advisors, they provide comprehensive financial services to a diverse clientele. The firm maintains an average of approximately $91,590,000 in assets under management per investment advisor, aligning well with industry standards.
Nicolet Wealth Management's compensation structure offers flexibility, including options such as a percentage of assets under management and fixed fees. While they focus primarily on m...see more
Assets Under Mgmt
$2.93B
Investment Professionals
32
Locations
8
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Reviews for Nicolet Wealth Management
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