Nosuris, INC.
Assets Under Management
N/A
Number of Clients
200
Number of Advisors
2
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Nosuris, Inc. provides personalized investment advisory services including portfolio management, financial planning, selection of other advisors, and pension consulting. Investment advice is tailored to meet clients' needs and investment objectives. Financial planning services range from comprehensive to single-subject planning. They may recommend third-party money managers.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Annual fee is negotiable depending on individual client circumstances. Total fees charged by both parties will not exceed 3% of assets under management per year.
Fee Estimator
Portfolio management fees are based on a percentage of assets managed: 1.5% up to $1,000,000 and 1.0% over $1,000,000. Total fees will not exceed 3% of assets under management per year. Financial planning fees range from $2,500 to $25,000 on a fixed fee basis, or $500 per hour for single-subject planning. Pension consulting services are either $500/hour or a negotiated fixed fee. A minimum of $250,000 is required to open and maintain an advisory account.
Areas of Practice
Location
700 Merrick Road, Lynbrook, NY, 11563-2327