NICOLET WEALTH MANAGEMENT
Green Bay, Wisconsin
4.8
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...
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Assets Under Mgmt

$2.93B

Investment Professionals

32

Locations

8

% 401K & Individual

26%

% Discretionary

100%
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
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