Nina Shaw is a CFA-designated registered investment advisor at Dbs Investment Advisers, LLC, based in Mendham, NJ, with 4 years of industry experience. Nina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Medical Professionals, Retirement Planning. Their firm serves 591 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are negotiable. Accounts under $1,000,000 are charged 1.25%. Discounted fee schedule available for members of the Michigan Dental Association.
Fee Estimator
Location
Mendham, NJ
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Regulatory 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.
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Nina is the owner of NS Consulting Management LLC, a consulting firm, since 2013. She dedicates a few hours per week to providing written and analytic data to individuals and advisors.
Employment History
Current Registrations
Dbs Investment Advisers, LLC
Leatherback Investments LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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