Jack Meurer is a CFA-designated registered investment advisor at Nuance Investments, LLC, based in West Bend, WI, with 3 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 257 clients with $980M 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 $25.0M | 0.85% |
| $25.0M - $50.0M | 0.80% |
| $50.0M - $75.0M | 0.75% |
| $75.0M - $100.0M | 0.70% |
| $100M+ | 0.65% |
Fee schedule is for Nuance Concentrated Value. Standard fee schedule for managed account platforms is 0.10% higher across all asset level breakpoints for both strategies. Fees are negotiable. Nuance Mid Cap Value fees are: Under $25 million: 0.75%, $25 - $50 million: 0.70%, $50 - $75 million: 0.65%, $75 - $100 million: 0.60%, Over $100 million: 0.55%.
Fee Estimator
Location
West Bend, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Nuance Investments, LLC
State Registrations2 states
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