N.A.S. Capital LLC

Fee-Only (% of Portfolio)

N.A.S. Capital LLC manages investment portfolios for clients using a single investment strategy focused on long-term growth by investing in stocks, bonds, and other securities. N.A.S. Capital LLC evaluates whether this strategy meets the investment goals for each prospective client. The firm's principal invests a substantial portion of his assets in the same strategy. Customized portfolios are offered on a limited basis.

Assets Under Management$11M
Clients5
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$11M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

N.A.S. Capital LLC charges a management fee for managing your investments. For most clients, this fee is 1.5% per year, charged monthly based on the account balance at the end of each month. For certain high-net-worth clients, N.A.S. Capital LLC waives the management fee and instead charges a performance-based fee of up to 15% of any increase in trading profits above the previous high point. The fee level and structure for qualified clients is negotiable.

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Location

1 Advisors at this firm

N.A.S. Capital LLC | TrueAdvisor