Nardis Advisors provides investment management services tailored to each client's needs. They primarily invest in exchange-traded funds and individual debt and equity securities. Nardis also offers consulting services, including expert testimony. They may recommend third-party money managers and socially responsible investment models. Nardis does not provide financial planning services.
Assets Under Management$140M
Clients147
Advisors4
Avg. per Client$960K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$800K
Investment management only (planning not offered)
Minimum Annual Fee:$8,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable for accounts above $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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