Nepsis, Inc., based in Minneapolis, provides investment management and financial planning to individuals. Nepsis manages investments with the goal of meeting your needs and objectives. They also offer financial planning advice covering topics like tax, estate, and retirement planning. Nepsis also offers sub-advisory services to other investment advisory firms and research services to other financial advisors.
Fee Structure
Nepsis, Inc. manages investments through a wrap fee program. The maximum annual fee is 2.50% of your portfolio's value, but this fee is negotiable. In addition to the management fee, there is an asset-based pricing fee that covers the cost of security purchases and sales:
- First $75,000 — 0.20% of your portfolio per year
- $75,001 to $2,000,000 — 0.12% of your portfolio per year
- Over $2,000,001 — 0.08% of your portfolio per year
There is also a quarterly performance reporting/account maintenance fee of $21.25 per account.