Jack Meurer is a CFA-designated registered investment advisor at Nuance Investments, LLC, based in West Bend, WI, with 4 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, 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 | 0.75% |
| $25.0M - $50.0M | 0.70% |
| $50.0M - $75.0M | 0.65% |
| $75.0M - $100.0M | 0.60% |
| $100M+ | 0.55% |
Schedule reflects the Mid Cap Value strategy. The Concentrated Value strategy rates are 0.10% higher across all tiers (starting at 0.85%). Standard fee for managed account platforms is 0.10% higher across all breakpoints. All fees are negotiable.
Fee Estimator
Location
West Bend, WI
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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.
Learn about disclosures →Employment History
Current Registrations
Nuance Investments, LLC
State Registrations2 states
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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