Natural Investments (NI) provides investment advisory services through multiple platforms and custody arrangements. These services include financial planning, investment advice, and asset management for fees based on a percentage of assets under management. NI specializes in Socially Responsible Investing (SRI), advising on various investment vehicles to meet client financial needs and social/environmental values. NI's advisors are allowed to conduct their investment advisory activities under a separate unaffiliated business name or “DBA”.
Assets Under Management$2B
Clients1,277
Advisors24
Avg. per Client$1.6M
Avg. per Advisor$85M
Fee Structure
Minimum Investment:$50K
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.35% |
| $200K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $20.0M | 0.65% |
| $20M+ | 0.55% |
Clients with special circumstances, non-profit organizations and charitable institutions may be eligible for negotiable reduced fees determined on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
24 Advisors at this firm
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