Nutter Investment Advisors
Assets Under Management
$2.7B
Number of Clients
27
Number of Advisors
4
Avg. Portfolio per Client
$99.4M
Avg. Managed per Advisor
$671.1M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Nutter Investment Advisors (NIA) offers investment counseling services to individuals and institutions. NIA manages investment portfolios using debt and equity securities to meet client needs. NIA offers discretionary portfolio management, formulating investment strategies and selecting securities without prior client approval, unless restrictions are provided in writing. NIA also offers non-discretionary portfolio management, requiring client approval for each transaction. NIA may recommend various types of investments based on client goals.
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 fee is 75% of the rates for equity and balanced portfolios. Advisory fee is negotiable. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Areas of Practice
Location
Seaport West, 155 Seaport Boulevard, 5th Floor, Boston, MA, 02210-2604