NCT Advisors manages investments for individuals, high-net worth individuals, retirement plans, trusts, estates, charities, and private corporations. They invest in stocks, bonds, mutual funds, and exchange traded funds (ETFs). NCT Advisors creates portfolios based on your needs, goals, and risk tolerance. They do not offer bundled brokerage and advisory services.
Assets Under Management$490K
Clients9
Advisors1
Avg. per Client$54K
Avg. per Advisor$490K
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are not negotiable. For qualified clients, NCT Advisors may manage accounts that pay an annual fee based on a percentage (25%, subject to annual high water marks) of realized and unrealized gains or profits (“performance fee”). Clients operating under a performance-based fee arrangement will not be charged an additional asset under management fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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