Narus Financial Partners offers ongoing investment management, investment consultations on accounts they don't manage, and financial planning services. They tailor their advice to your individual needs and financial situation. Before providing any services, Narus Financial Partners requires a signed agreement detailing the terms.
Assets Under Management$470M
Clients197
Advisors5
Avg. per Client$2.4M
Avg. per Advisor$94M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $750K | 1.05% |
| $750K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.70% |
| $7.5M - $10.0M | 0.65% |
| $10.0M - $500.0M | 0.60% |
| $500M+ | 0.60% |
Fees are negotiable based on the investment adviser representative providing the services, the type of client, the complexity of the client's situation, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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