NRI Wealth Management provides portfolio management based on individual client goals and risk tolerance. They create investment policy statements and may act as an ERISA 3(38) investment manager for retirement plans. NRI also offers financial planning services, including retirement strategy, risk management, tax reduction, and estate preservation. Clients can impose investment restrictions, but NRI may terminate the relationship if those restrictions hinder service.
Assets Under Management$220M
Clients324
Advisors2
Avg. per Client$690K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.75% |
| $15M+ | 0.65% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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