Assets Under Management

N/A

Number of Clients

200

Number of Advisors

2

Average Client AUM

N/A

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Nosuris, Inc. offers personalized investment advisory services including portfolio management, financial planning, selection of other advisers, and pension consulting. Investment advice is tailored to meet clients' needs and objectives. Financial planning ranges from comprehensive to single-subject planning. Pension consulting is offered to employee benefit plans.

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.50%
$1M+1.00%

Annual fee is negotiable depending on individual client circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
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Location

700 Merrick Road, Lynbrook, NY, 11563-2327

2 Advisors at this firm