Nvest Wealth Strategies manages investment portfolios and offers advice on financial planning topics. They primarily use mutual funds and exchange-traded funds (ETFs) to implement a long-term investment strategy. Nvest does not act as a broker and does not receive any incentives from custodians or fund companies.
Assets Under Management$240M
Clients187
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$79M
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Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $6.0M | 0.40% |
| $6M+ | 0.20% |
Fees are not negotiable. Public charitable or church related 501(c)(3) organizations, ministers, and Nvest extended family may incur a discounted annual fee, charged quarterly at 50% of the tiered rates. Nvest employees and immediate family do not incur investment management fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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