Nasca and Associates is a registered investment advisor that recommends independent registered investment advisor firms to clients. The independent firms customize portfolios to meet the client's individual needs and goals. Nasca and Associates reviews the accounts quarterly or annually to determine if the selected independent advisor is meeting the client's goals. Nasca and Associates does not manage client assets.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Each management fee is negotiated by the independent investment advisor on a client-by-client basis. Nasca and Associates is compensated by the Independent Investment Advisor Firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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