Nisman Investment Services provides investment management and financial planning to individuals, high net worth individuals, pension and profit sharing plans, trusts, and estates. Nisman offers portfolio management with authority to make trades based on your goals. They also offer financial planning advice on investments, debt, and protecting your assets. Nisman will meet with you to review your finances and discuss your goals.
Assets Under Management$43M
Clients46
Advisors1
Avg. per Client$930K
Avg. per Advisor$43M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 4.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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