Anu Kothari is a registered investment advisor at Nutter Investment Advisors, based in Boston, MA, with 4 years of industry experience. Anu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 26 clients with $3B 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 - $5.0M | 0.60% |
| $5M+ | 0.50% |
For fixed-income portfolios, the rates are 75% of the equity and balanced portfolio rates. Advisory fee is negotiable. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
Seaport West, 155 Seaport Boulevard, 5th Floor, Boston, MA, 02210-2604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Nutter Investment Advisors
State Registrations1 state
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