Nutmeg Capital Advisors manages investment portfolios and provides financial planning for individuals, high net worth individuals, and trusts and estates. Nutmeg Capital Advisors tailors its investment strategies to each client's specific financial goals, time horizon, and risk tolerance, managing assets without restrictions on buying or selling securities. In addition to portfolio management, Nutmeg Capital Advisors prepares comprehensive written financial plans covering net worth, cash flow, taxes, education, retirement, business planning, insurance, and estate planning. The firm uses a variety of analytical methods, including charting, fundamental analysis, technical analysis, cyclical analysis, buy-and-hold strategies, short-term purchases, margin transactions, and covered call option writing.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Schedule represents Growth-Oriented Portfolios. Income-Oriented Portfolios are 1.0% on the first $1M, 0.75% on the next $9M, and 0.50% thereafter. Tax-Exempt Portfolios are 0.625% on the first $1M, 0.50% on the next $9M, and 0.0375% thereafter. Total annual fees will not exceed 2% of assets under management. Fees may be negotiated. First-year set-up fee of up to 1% applies.