Nutter Investment Advisors (NIA) manages investment portfolios for individuals, endowments, and foundations. NIA primarily uses stocks and bonds to create investment strategies tailored to each client's needs. NIA offers discretionary portfolio management, allowing them to make trades without prior approval, though clients can set restrictions. NIA may also offer non-discretionary portfolio management, requiring client approval for each transaction. Investment advice is based on each client's financial situation and may differ from advice given to other clients.
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 rates are 75% of the equity and balanced portfolio rates. Advisory fee is negotiable. Account values of family members may be combined to determine the applicable advisory fee.