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Nadir Noorani

8 Years of Experience
Matthews, NC
Sells Insurance

Nadir Noorani is a registered investment advisor at Nexus Capital INC, based in Matthews, NC, with 8 years of industry experience. Nadir operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 67 clients with $7M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
67 clients
Average Client Portfolio
$104K average
Assets Under Management
$7.0M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K1.25%
$50K+1.00%

Fees are negotiable. Portfolio minimum of $50,000 is preferred.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2423-B Plantation Center Drive, Suite B, Matthews, NC, 28105

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Nadir is a co-manager at Nexus Ventures LLC, an independent insurance agent, and involved in several IT and business-related companies (Scope IT Consulting, Peak Inc., Peak Food Services, Peak Services, and Peak Phones). Nadir dedicates minimal time to Nexus Ventures and a few hours per week to insurance sales and each of the other companies.

Employment History
Current Registrations
Nexus Capital INC
February 2018 - Present · 8 yrs 3 mos
State Registrations2 states
GANC
Advisor

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
No exam information available for this advisor.