Nexus Capital, LLC offers ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. Nexus Capital generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Assets Under Management$13M
Clients35
Advisors1
Avg. per Client$380K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.0M | 1.00% |
| $3M+ | 0.85% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...