NDVR offers Wealth Optimization Services to individuals and families, including financial planning, portfolio design, and investment management. NDVR uses digital tools like the NDVR Portfolio Lab and NDVR Optimization Engine, supported by financial advisors, to create personalized portfolios. NDVR's technology analyzes client requirements and investment preferences to generate potential portfolio strategies, which are then managed by proprietary algorithms and overseen by a portfolio management team.
Assets Under Management$200M
Clients155
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$68M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Fees are negotiable and may be reduced for clients that are part of the same household. NDVR employees, stockholders, and members of their households typically receive services from NDVR at a discount from the standard rate or at no charge.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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