Nvest Financial offers customized investment management services, creating portfolios based on client goals and risk tolerance using various securities. They also provide financial planning services covering budgeting, retirement, tax, estate, education, and philanthropic planning. Nvest may recommend unaffiliated investment managers, performing due diligence to ensure alignment with client objectives. Clients are not obligated to implement recommendations or maintain a relationship with Nvest.
Assets Under Management$520M
Clients622
Advisors5
Avg. per Client$840K
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Fees are negotiable. There are separate fee schedules for non-profit organizations and SIMPLE IRA plans.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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