Kathryn Carver is a registered investment advisor at Nuance Investments, LLC, based in Kansas City, MO, with 11 years of industry experience. Kathryn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 257 clients with $980M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.85% |
| $25.0M - $50.0M | 0.80% |
| $50.0M - $75.0M | 0.75% |
| $75.0M - $100.0M | 0.70% |
| $100M+ | 0.65% |
Fee schedule is for Nuance Concentrated Value. Standard fee schedule for managed account platforms is 0.10% higher across all asset level breakpoints for both strategies. Fees are negotiable. Nuance Mid Cap Value fees are: Under $25 million: 0.75%, $25 - $50 million: 0.70%, $50 - $75 million: 0.65%, $75 - $100 million: 0.60%, Over $100 million: 0.55%.
Fee Estimator
Location
4900 Main Street, Suite 220, Kansas City, MO, 64112
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Nuance Investments, LLC
Previous Registrations
Creative Planning
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.