Nutmeg Capital Advisors manages investment portfolios based on clients' financial goals, time horizon, and risk tolerance. They offer financial planning services, creating comprehensive written plans based on client information. These plans may cover net worth, cash flow, tax, education, retirement, business, insurance, and estate planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
These rates are for growth-oriented portfolios. Income-oriented portfolios have lower rates: 1.0% on the first $1,000,000, 0.75% on the next $9,000,000, and 0.50% on the remaining balance. Tax-exempt portfolios have even lower rates: 0.625% on the first $1,000,000, 0.50% on the next $9,000,000, and 0.0375% on the remaining balance. There is also a first year set-up fee of up to 1% of assets. Total annual fees will not exceed 2% of assets under management. Fees may be negotiated.