Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| 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% |
Fees are not negotiable. 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.
Fee Estimator
Investment management fees are based on a percentage of the market value of assets under management. For consulting services, fees range from $50 to $200 per hour. Public charitable or church-related 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. Nvest attempts to open new client account relationships that are $250,000 minimum.
Areas of Practice
Advisor Information
Office location
Powell, OH
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →