Nosuris, Inc. is a registered investment advisor based in Lynbrook, New York, offering personalized portfolio management and financial planning services to individuals, high-net-worth clients, and retirement plans. Founded in 2011, the firm builds customized investment portfolios using non-discretionary strategies and model portfolios, and can also recommend third-party money managers such as Assetmark, Betterment, and SEI Private Trust Company. Nosuris provides comprehensive or project-based financial planning, covering topics like retirement and general wealth management. Additionally, the firm offers pension consulting for employee benefit plans. The firm's professionals may also maintain separate licenses as registered representatives of a broker-dealer or as insurance agents, allowing them to offer commission-based products outside of their advisory services, which is managed through strict adherence to a fiduciary standard of putting client interests first.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Total fees charged will not exceed 3% of assets under management per year. Fees are negotiable.