Nasche Asset Management provides ongoing investment management services. They work with clients to understand their financial situation, goals, and risk tolerance. Nasche Asset Management monitors client accounts and provides advice on buying, selling, or holding investments. They primarily work with individuals, high net worth individuals, their families and family trusts, corporations and other small business entities.
Assets Under Management$19M
Clients30
Advisors1
Avg. per Client$630K
Avg. per Advisor$19M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| 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 client type, potential for additional deposits, relationship with the advisor, and total assets managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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