Nirvana Analytics, LLC

Fee-Only (% of Portfolio)

Nirvana Analytics is an investment advisory firm based in Pepper Pike, Ohio, founded in 2008 and led by Managing Director J. Burner Crew. The firm manages investment portfolios for individuals, estates, trusts, pension plans, corporations, and other business entities. Nirvana Analytics builds personalized portfolios by allocating funds across aggressive, moderate, and conservative growth strategies using large-capitalization stocks, bonds, and mutual funds. In addition to traditional stock and bond portfolios, the firm offers specialized trading strategies such as credit spreads and covered call writing for a select group of large-capitalization stocks. Nirvana Analytics also provides public sector consulting services for debt structures, including private placement, private equity, and traditional bond issuance. Portfolios are managed on a discretionary basis, meaning the firm makes buying and selling decisions without needing to consult the client first. Client funds are held by independent custodians through Interactive Brokers.

Assets Under Management$13M
Clients59
Advisors3
Avg. per Client$220K
Avg. per Advisor$4.4M

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum annual management fee is 2%, payable monthly. Fees are subject to change upon written notice.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

3 Advisors at this firm