Nicollet Investment Management, Inc.
SEC RegisteredYour Dedicated Partner in Investment Management and Private Wealth Advisory
About the firm
Nicollet Investment Management delivers comprehensive, objective guidance tailored to clients' unique circumstances, with a sole focus on independent investment management and private wealth advisory. The firm operates on a fee-only fiduciary basis, is independently owned, and is based in Minneapolis, Minnesota, serving clients nationwide.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Independent investment management (including Premier Large Cap Equity, Opportunistic Mid/Small Cap Equity, and Privately Managed Fixed Income portfolios, option overlays, and ETF equity allocations) and private wealth advisory coordinating investments, cash flow, taxes, estate planning, and risk management.
Who they serve
High-net-worth individuals, families, and institutions who value meticulous attention to detail, deeply personalized planning, and a fee-only approach free from conflicts.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 126 | $45M |
| High Net Worth Individuals | 171 | $508M |
| State/Municipal Entities | 2 | — |
10 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Equity $250K–$5M | 1.10% |
| Equity $5M–$10M | 1.00% |
| Equity $10M–$20M | 0.90% |
| Equity $20M–$50M | 0.75% |
| Equity Over $50M | 0.55% |
| ETF Equity Allocation / Fixed Income / Non-Discretionary (flat) | 0.50% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nicollet Investment Management, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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