Assets Under Management
$497.8M
Number of Clients
860
Number of Advisors
18
Average Client AUM
$579K
AUM per Advisor
$27.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Nepsis, Inc. provides discretionary portfolio management and financial planning services tailored to client needs. They also offer sub-advisory and research services. Portfolio management includes continuous supervision and re-optimization. Financial planning covers tax, estate, and retirement planning. Clients are responsible for implementing financial planning recommendations.
Two Meridian Crossings, Suite 400, Minneapolis, MN, 55423