Nuverse Advisors LLC

Fee-Only (% of Portfolio)

NuVerse Advisors manages investments for high-net-worth individuals, institutions, and pooled investment vehicles. NuVerse uses various investment strategies, including global macro, long-short equity, and real estate-related investments. NuVerse tailors its advisory services to meet the individual needs and risk profile of its clients. Managed Account clients may request that their portfolio should not invest in certain securities or types of securities.

Assets Under Management$960M
Clients43
AdvisorsN/A
Avg. per Client$22M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

NuVerse charges a percentage of your portfolio each year, ranging from 1% to 2%. In addition, NuVerse may charge an incentive fee of up to 20% of net profits. The exact fees depend on the size and complexity of your portfolio. Fees may be negotiable.

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