Numa Americas Corp. provides personalized investment advice to high-net-worth individuals, trusts, estates, and corporations. Numa is a fee-only investment management firm and does not sell commercial products or accept commissions. Numa offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. Numa also offers sub-advising services to third-party and affiliate advisory programs.
Assets Under Management$190M
Clients60
Advisors1
Avg. per Client$3.2M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual management fee between 0.30% to 1.00% of the calculated regulatory asset under management of the Account. All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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