Nvest Wealth Strategies, INC.
Assets Under Management
$201.5M
Number of Clients
175
Number of Advisors
2
Average Client AUM
$1.2M
AUM per Advisor
$100.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Nvest Wealth Strategies provides investment advisory services, including portfolio management and financial planning advice. They primarily use mutual funds and ETFs to implement long-term investment strategies. The firm manages assets for individuals, trusts, estates, charitable organizations, and businesses.
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
Location
9757 Fairway Drive, Powell, OH, 43065