Assets Under Management
$201.5M
Number of Clients
175
Number of Advisors
2
Average Client AUM
$1.2M
AUM per Advisor
$100.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Nvest Wealth Strategies manages investment portfolios and provides investment advice through consultations and financial planning. They primarily use mutual funds and ETFs. They adhere to the Fiduciary Standard.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $6.0M | 0.50% |
| $6.0M - $10.0M | 0.30% |
| $10M+ | 0.20% |
Public charitable or church related 501(c)(3) organizations incur an annual fee of 0.2% of the market value, charged quarterly; ministers and Nvest extended family incur annual fees at 50% of the tiered rates (above). Nvest employees and immediate family do not incur investment management fees.
9757 Fairway Drive, Powell, OH, 43065