Nabity-Jensen provides investment management and financial planning services. They develop investment policy statements based on client objectives and market conditions, and manage portfolios that can include stocks, bonds, mutual funds, and exchange-traded funds. Nabity-Jensen also offers special investment counsel services, including extended consultations and reviews of accounts not managed by them. They primarily use Modern Portfolio Theory to diversify portfolios and manage risk.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are not normally negotiable, but alternative arrangements might be made for accounts outside the customary balanced accounts. Exceptions to the standard fee schedule may include large accounts, charitable and non-profit accounts, clients who began a business relationship with Nabity-Jensen under our prior fee schedule, accounts of current and former employees of Nabity-Jensen and its advisory affiliates, accounts with the potential for additional account deposits, and accounts of family members of current clients may be negotiated on a case-by-case basis.