NBZ Investment Advisors creates and manages investment portfolios based on each client's individual needs, as outlined in an Investment Policy Statement. NBZ offers financial planning to advisory clients at no separate fee. The firm primarily invests in mutual funds and may also use individual stocks, ETFs, certificates of deposit, municipal securities, and U.S. governmental securities. Clients can choose discretionary or non-discretionary investment management.
Assets Under Management$370M
Clients196
Advisors3
Avg. per Client$1.9M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees are negotiable for balances above $3 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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