Nexus Wealth Management offers investment management and financial planning services. For clients with smaller portfolios (under $5,000), Nexus may recommend third-party investment managers. Financial planning covers topics like estate planning, investments, taxes, and insurance. Nexus also holds educational seminars. The parent company, Nexus Financial, LLC, is an insurance agency, and affiliated persons may sell insurance products.
Fee Structure
Nexus Wealth Management charges a percentage of your portfolio each year. The exact percentage depends on your risk tolerance and the amount you invest. The annual fee ranges from 0.75% to 2.00%. Fees may be negotiable. Accounts within the same household may be combined for a reduced fee. If Nexus recommends a third-party investment manager like Orion Portfolio Solutions, you'll pay their fees in addition to Nexus's fees.