Nuance Investments is a registered investment advisor providing investment management services and investment products to various clients, including individuals, trusts, retirement plans, and business entities. Nuance offers separate account strategies like Mid Cap Value and Concentrated Value, and also advises mutual funds. Nuance participates in wrap programs and unified managed accounts (UMA).
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.85% |
| $25.0M - $50.0M | 0.80% |
| $50.0M - $75.0M | 0.75% |
| $75.0M - $100.0M | 0.70% |
| $100M+ | 0.65% |
Fee schedule is for Nuance Concentrated Value. Standard fee schedule for managed account platforms is 0.10% higher across all asset level breakpoints for both strategies. Fees are negotiable. Nuance Mid Cap Value fees are: Under $25 million: 0.75%, $25 - $50 million: 0.70%, $50 - $75 million: 0.65%, $75 - $100 million: 0.60%, Over $100 million: 0.55%.