Neville, Rodie & Shaw (NRS) is an investment counseling firm that manages investment portfolios for individuals, families, trusts, charitable organizations, and institutions. NRS works with clients to understand their goals, objectives, and risk tolerance to create a tailored investment strategy. NRS primarily uses a balanced investment approach with stocks, bonds, and ETFs. NRS's investment committee meets weekly to discuss securities and make decisions.
Assets Under Management$2B
Clients355
Advisors6
Avg. per Client$5.6M
Avg. per Advisor$330M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Certain relationships may be charged a fixed or different fee schedule based on a percentage of assets under management, ranging from 0.20% to 1.45%. All fees are subject to negotiation depending on client relationships, size, and servicing requirements.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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