Nimble Investment Advisors manages investment portfolios using its "Sector Dynamics" strategy, which aims to identify sectors with high growth potential. Nimble only offers discretionary management services, meaning they make all investment decisions for you. They primarily use ProFunds mutual funds and Monument Advisor variable annuities. Nimble does not offer financial planning services.
Assets Under Management$0
Clients3
Advisors1
Avg. per Client$0
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.41% |
Monthly Investment Advisory Fee Rate is .0021 or 0.201%, roughly 2.5% per year. The Fee is not negotiable, except in the case of employees/representatives and their families, in which case Nimble may reduce or wave the Fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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