Nexus Capital is a wealth management firm offering financial planning and investment management. Financial planning covers net worth analysis, cash flow, retirement, college funding, estate planning, and tax strategies. Investment management involves buying and selling stocks, mutual funds, and exchange-traded funds. Advice is tailored to each client's goals and risk tolerance.
Assets Under Management$7M
Clients67
Advisors3
Avg. per Client$100K
Avg. per Advisor$2.3M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.25% |
| $50K+ | 1.00% |
Fees are negotiable. Portfolio minimum of $50,000 is preferred.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...