Nicholson Meyer Capital Management, Inc.

Nicholson Meyer Capital Management, Inc. is an investment advisory firm based in Kansas City, Missouri, established on March 4, 1988. The firm specializes in providing investment management services, including continuous supervision of client accounts and investment decisions. They offer tailored services to individual client needs, with a focus on globally diversified portfolios to reduce risk and volatility. The firm manages client assets totaling $248,199,609 as of December 31, 2023, on a discretionary basis. For Investment Management Services, clients are charged fees based on a percentage of assets under management, ranging from 1.00% to 0.25% depending on the account value. The firm also provides NMCM Retirement Solutions for corporate retirement plans, with fees ranging from 0.35% to 0.50% of the plan's total value. Financial consulting services are offered at a rate of $190 per hour. The firm acts as a fiduciary, obligated to act in the best interest of clients, and clients have the option to impose restrictions on their accounts. Nicholson Meyer Capital Management does not charge performance-based fees and does not manage performance-based and non-performance-based accounts simultaneously. The firm serves various types of clients, including individuals, high-net-worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations. The minimum investment amounts required are $400,000 for Investment Management Services and financial consulting, and $1,000,000 for NMCM Retirement Solutions. The firm does not compensate outside persons for client referrals and receives no other forms of compensation beyond advisory fees. Clients are responsible for voting proxies on securities held in their accounts. The firm maintains a Business Continuity and Succession Plan and adheres to a strict Customer Privacy Policy Notice to safeguard client information.