N1 Advisors offers financial planning and investment management services. N1 Advisors works with clients to understand their financial situation and goals, then creates a customized investment portfolio. N1 Advisors manages client investment portfolios on a discretionary basis, meaning N1 Advisors can make trades without asking first. N1 Advisors also provides consulting services regarding estate planning and insurance.
Assets Under Management$390M
Clients201
Advisors3
Avg. per Client$2M
Avg. per Advisor$130M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 negotiate special fee arrangements where it deems appropriate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...