Nasche Asset Management is an independent registered investment advisor located in Overland Park, Kansas, founded and operated by Mark Nasche. The firm provides continuous investment management services for individuals, high net worth individuals, their families, family trusts, and small business entities. Nasche Asset Management constructs client portfolios using exchange-traded funds, exchange-listed securities, over-the-counter securities, corporate debt, and municipal securities. The investment philosophy primarily follows a value-investing strategy, focusing on long-term purchases of undervalued businesses, alongside strategic and tactical asset allocation. All investment management is provided on a non-discretionary basis, meaning Nasche Asset Management must contact clients to obtain approval prior to executing any trades or portfolio changes. The firm does not have an account minimum and maintains client assets through a qualified custodian.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.5M | 0.75% |
| $1.5M - $3.0M | 0.50% |
| $3M+ | 0.40% |
Fees are negotiable based on the type of client, potential for additional deposits, existing relationship history, and total assets managed.