Niemann Capital Management Inc

Wealth Management Firm in Santa Cruz County, CA

Firm Info
Address: 5615 Scotts Valley Dr # 200, Scotts Valley, CA 95066, USA
Website: http://ncm.net/
Phone: (800) 622-1626

Firm Size
Assets Under Management: $30 million
# of Advisors: 2
# of Clients: 139
Client to Advisor Ratio: 70:1
Average Account Size: $215,754
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

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Niemann Capital Management Inc Overview

Niemann Capital Management Inc is a registered investment advisory firm that has been providing investment advice to individuals and small businesses since 1991. The firm is based in Fort Lauderdale, FL and provides fee-only services, which means they do not earn commissions from their investment recommendations. As a fee-only firm, the focus is on providing expert advice and creating investment strategies that fit the unique needs of each client. Niemann Capital Management Inc specializes in portfolio management, helping their clients grow and manage their investments. Their investment advice is tailored to the individual needs and goals of each client, and they work closely with their clients to develop a personalized investment strategy. The firm's team of experienced professionals is dedicated to providing exemplary service and helping clients navigate the complexities of investing. Whether clients are looking to grow their wealth, plan for retirement, or manage their investment portfolio, Niemann Capital Management Inc has the expertise and knowledge to help them achieve their financial goals. With over 30 years of experience, the firm has established a reputation for providing expert investment advice and outstanding customer service. As a registered investment advisory firm specializing in investment advice only, clients can be confident in their advice and trust that their investments are in the best hands.

Niemann Capital Management Inc is a financial management firm that serves a diverse range of clients. The firm's expertise and services cater to individuals seeking investment solutions that align with their financial goals. Along with individual clients, Niemann Capital Management Inc serves businesses, corporations, and organizations who are looking for professional financial management services. The firm's high-end solutions are designed customized to the unique needs of each client, helping them to achieve their long-term financial objectives. With years of experience, Niemann Capital Management Inc is equipped and competent to handle clients of varying sizes and backgrounds. Niemann Capital Management Inc has a variety of fee structures available to clients, depending on the type and level of services provided. One common fee structure is a percentage of assets under management (AUM). This structure means that clients pay a percentage of the total amount of their assets managed by the company. This fee is charged regularly and varies according to clients' investment strategies, account size, and level of management required. Other fee structures are available for a range of services provided by the firm, including financial planning, estate planning, and asset protection. As a reputable finance firm, Niemann Capital Management Inc offers transparent and competitive fees to ensure clients are aware of what they will pay upfront, giving them peace of mind about their financial future.

Typical Clients, Fee Structures & Investment Minimum

According to the note about investment minimums in NIEMANN CAPITAL MANAGEMENT INC's Part 2 Brochure, the firm generally requires a minimum investment of $25,000 up to $100,000 to open a discretionary account. However, they may waive this minimum. It is important to note that NCM also provides non-discretionary investment advisory services to other investment advisers, but their brochure does not mention an investment minimum for this service.

How This Office Can Help Santa Cruz County, CA Residents

Niemann Capital Management Inc is a financial advisory firm that assists clients in Santa Cruz County, CA. The firm offers a range of financial planning services, including investment management, retirement planning, tax planning, estate planning, and insurance planning. With over two decades of experience in the financial industry, Niemann Capital Management has the expertise to help clients navigate the ever-changing financial landscape and make informed decisions about their money. Living in Santa Cruz County, CA can present a unique set of financial challenges for individuals and families. The high cost of living in the area means that many residents have to stretch their budgets to cover necessities like housing, food, and healthcare. In addition, the county's economy is driven by tourism and agriculture, which can make for an uncertain job market. Niemann Capital Management can help clients in Santa Cruz County navigate these challenges by creating financial plans that address their specific needs and goals. Whether someone is planning for retirement, saving for a child's education, or looking to grow their wealth, Niemann Capital Management can provide personalized advice and guidance to help them achieve their financial objectives.

To view the Minimum Investment and Fee Schedule for Niemann Capital Management Inc, visit their Part 2 Brochure.

Services Offered by Niemann Capital Management Inc

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Niemann Capital Management Inc most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients


This Office Location

Firm location 5615 Scotts Valley Dr # 200, Scotts Valley, CA 95066, USA
Phone (800) 622-1626
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 1618 SE 12TH CT, FORT LAUDERDALE, FL 33316, United States

This firm has no other locations.


Disciplinary History

Niemann Capital Management Inc does not have any disclosures. Please visit it's Form ADV for more details.