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Transparent and Cost Effective.

Nicola Wealth Management is a full-service investment counsellor and financial planning firm. We believe in complete disclosure of compensation and commissions, establishing fees that are transparent and cost effective.

We strive to deliver an excellent value proposition for our clients. We want our fees to be tax-efficient and encompass value-added services, including the delivery of clear, consolidated reporting alongside sophisticated investment management and financial advice.

Initial Consultation

An initial meeting and consultation (typically 30-90 minutes) is arranged and provided on our account.

Financial Planning Report

This is a detailed analysis of your current position, financial goals and objectives, and our specific recommendations for achieving these goals. We do this on a fixed quote basis that is pre-approved by the client. The amount of the fee is dependent on the scope and complexity of the situation, generally between $1,500-5,000.

Investment Management Fees

We offer a completely fee based account using the following schedule:*

1.25% on the first $1-million
1.00% on the next $1-million
0.75% on the next $2-million
0.50% on amounts over $4-million

* Minimum account size is normally $500,000; however, accounts less than $500,000 may be accepted at the portfolio manager’s discretion and will be charged an annual fee of 1.5% + HST.

Insurance Products

We are able to access insurance markets that provide very competitive rates from financially strong providers. We are licensed corporately and receive industry-mandated compensation built into the insurance products.

NWM Funds and LPs

In addition to the administrative fee paid by each NWM fund to cover fund operating expenses, the funds also pay the manager (Nicola Wealth Management Ltd.) a management fee. NWM’s limited partnerships (LPs) pay all operating expenses directly and pay the manager a management fee. For more information, see the NWM Fund Fee schedule (http://test NULL.nicolawealth NULL.com/wp-content/uploads/2010/12/NWM-Fund-Fee-Schedule NULL.png).

The general partner and the manager of SPIRE LP / US LP are both owned in part by NWM, which receives income from these holdings.

Special Projects

We assist clients by helping facilitate specific planning situations, such as the buying and selling of professional practices and the necessary corporate financing. In each case, we quote a fee for each project that our clients pre-approve before we begin our work.