N1 Advisors
Assets Under Management
$393.0M
Number of Clients
201
Number of Advisors
3
Average Client AUM
$2.0M
AUM per Advisor
$131.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
N1 Advisors provides financial planning, portfolio management, and pension consulting services. They develop investment portfolios based on client's financial circumstances and risk tolerance. Financial planning includes estate planning, risk management, budgeting, retirement planning, education funding, and investment portfolio design.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
N1 Advisors may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where N1 Advisors deems it appropriate under the circumstances.
Fee Estimator
N1 Advisors charges an annual fee based on a percentage of assets under management. For pension consulting, fees are negotiable or range from 0.18% to 1.00% of plan assets. N1 Advisors does not impose a minimum annual fee and may negotiate special fee arrangements. Fees paid to N1 Advisors are exclusive of custodial, transaction costs, and fund expenses.
Areas of Practice
Location
131 Continental Drive, Suite 206, Newark, DE, 19713-0000