Nirvana Analytics, LLC

Fee-Only (% of Portfolio)

Nirvana Analytics offers personalized investment advisory services to individuals, estates, trusts, pensions, corporations, and other business entities on a discretionary basis. Investment management includes large cap stocks, bonds, and mutual funds. The firm also provides trading strategies that include credit spreads and covered call writing for a select group of large cap stocks. They also offer public sector coverage, including depository services and consulting for debt structures.

Assets Under Management$13M
Clients59
Advisors1
Avg. per Client$220K
Avg. per Advisor$13M

Fee Structure

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

Maximum annual fee is 2%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm