Nevastar Finance LTD

Fee-Only (% of Portfolio)

Nevastar Finance Ltd. is an investment management company based in London. Nevastar provides investment advice, either with or without the authority to make trades, to high-net-worth individuals, trusts, charities, pensions, and corporate entities. Nevastar aims to grow client wealth by delivering inflation-adjusted returns. Client portfolios may include investments in equities, fixed income, funds, currency forwards, cash, REITs, commodities, and options. Nevastar tailors portfolios to meet client requirements.

Assets Under Management$1.4B
Clients108
AdvisorsN/A
Avg. per Client$13M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M0.95%
$3.0M - $10.0M0.85%
$10.0M - $25.0M0.75%
$25.0M - $50.0M0.65%
$50.0M - $100.0M0.55%
$100M+0.45%

These fees are for discretionary management. Non-discretionary management fees are slightly lower. Nevastar generally does not negotiate fees though the firm reserves the right to do so.

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Nevastar Finance LTD | TrueAdvisor