Nepsis is a registered investment advisor located in Minneapolis, Minnesota, offering portfolio management, financial planning, and consulting services. Nepsis manages client portfolios with the authority to make trades without asking first, tailoring investments to individual objectives. In addition to managing client accounts, Nepsis offers financial planning covering retirement, taxes, estate planning, and education funding. Nepsis structures its investment management as a bundled fee program that includes trading costs charged by the custodian. Nepsis also provides sub-advisory services to other advisory firms and research products for financial professionals. The firm requires a minimum investment of $500,000 to open an account, though this requirement may be waived at Nepsis's discretion.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual advisory fee is up to 2.50% and is negotiable. Services are offered as a bundled fee program that includes trading costs. Additional custodian asset-based pricing fees apply ranging from 0.08% to 0.20%, along with a quarterly maintenance fee of $21.25 per account.