Neville, Rodie & Shaw INC
Assets Under Management
$2.0B
Number of Clients
355
Number of Advisors
6
Avg. Portfolio per Client
$5.6M
Avg. Managed per Advisor
$333.8M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Neville, Rodie & Shaw (NRS) is an investment counseling firm that manages investment portfolios for individuals, families, trusts, charitable organizations, and institutions. NRS works with clients to understand their goals, objectives, and risk tolerance to create a tailored investment strategy. NRS primarily uses a balanced investment approach with stocks, bonds, and ETFs. NRS's investment committee meets weekly to discuss securities and make decisions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Certain relationships may be charged a fixed or different fee schedule based on a percentage of assets under management, ranging from 0.20% to 1.45%. All fees are subject to negotiation depending on client relationships, size, and servicing requirements.
Fee Estimator
Areas of Practice
Location
200 Madison Ave, New York, NY, 10016-3903