Nvest Wise, LLC provides consulting services and 401(k) plans to small business owners. Services include financial planning, investment allocation advice, risk assessment, and help with retirement and exit planning. Nvest Wise, LLC also offers cash flow management analysis and consulting, and portfolio analysis reviews. They provide education to 401(k) plan participants.
Assets Under Management$400K
Clients6
Advisors1
Avg. per Client$67K
Avg. per Advisor$400K
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $1000K | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1,000,000. There are different fee schedules for active management and buy-hold management. The schedule above reflects the active management fee. Buy-hold management is 1.00% for $1,000,000 or less and negotiable for amounts greater than $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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