Assets Under Management
$393.0M
Number of Clients
201
Number of Advisors
3
Average Client AUM
$2.0M
AUM per Advisor
$131.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
N1 Advisors offers portfolio management services based on client financial circumstances and risk tolerance. They develop investment portfolios and objectives with each client, managing portfolios on a discretionary basis. Financial planning is included with investment management. They also provide consulting services regarding estate planning and insurance.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
N1 Advisors may make exceptions to the foregoing or negotiate special fee arrangements where N1 Advisors deems it appropriate under the circumstances.
131 Continental Drive, Suite 206, Newark, DE, 19713-0000