Nosuris, Inc. offers investment advice tailored to your individual needs. Services include portfolio management, financial planning, and selection of other advisors. Nosuris may recommend third-party money managers. The firm also offers pension consulting services to employee benefit plans. Nosuris may direct clients to Assetmark, Betterment, and SEI Private Trust Company, which in turn manage wrap fee programs.
Assets Under Management$95M
Clients200
Advisors2
Avg. per Client$480K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Total fees charged by both parties will not exceed 3% of assets under management per year. Annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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