Neuse River Capital (NRC) provides investment advice and manages portfolios for individuals, trusts, estates, and charitable organizations. NRC creates custom investment strategies based on your risk tolerance, income needs, and tax situation. NRC requires authority to make trades in your account without asking you first. NRC also provides advice on assets held elsewhere, such as 401k accounts.
Assets Under Management$15M
Clients21
Advisors1
Avg. per Client$710K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$750
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
The advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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