Netherby Advisors offers investment management and financial planning services. For direct clients (individuals, families, etc.), Netherby creates a financial roadmap and investment policy tailored to their needs. Services include managing portfolios of mutual funds, ETFs, and individual securities, as well as financial planning. Netherby also provides investment advice to regional banks and other investment advisors (indirect clients). Netherby uses third-party custodians to hold client assets.
Assets Under Management$19M
Clients10
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$9.7M
Fee Structure
Netherby Advisors provides investment management services for a fee based on the value of your portfolio. The specific rate is negotiable and payable monthly. Netherby does not receive commissions or performance-based fees.
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