Minder Narusiewicz, Inc. offers investment advice tailored to individual client needs and objectives. The firm provides non-discretionary portfolio management services, requiring client approval before executing any transactions. They also offer financial planning services, ranging from broad-based to single-subject planning, based on client financial circumstances and goals. The firm primarily advises on mutual funds and may also advise on other types of investments.
Fee Structure
Minder Narusiewicz, Inc.'s annual fee for portfolio management services ranges from 0.50% to 1.00% of the value of your investments. The specific fee depends on the size of your portfolio, the complexity of the services provided, and the level of administration requested. The fee is billed quarterly in advance. You can end the agreement with written notice and receive a refund for any unearned fees.