Nobscot Investment Management offers investment management services, constructing portfolios based on client objectives, risk tolerance, and time horizon. Nobscot invests in publicly traded equities, fixed income securities, and cash, with a bias toward domestic investments. Clients can impose restrictions on investments. Nobscot does not participate in wrap fee programs.
Assets Under Management$160M
Clients10
Advisors1
Avg. per Client$16M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.30% |
Fees are negotiable or may be waived at Nobscot's sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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