Nasche Asset Management LLC

Fee-Only (% of Portfolio)

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.

Assets Under Management$21M
Clients29
Advisors1
Avg. per Client$710K
Avg. per Advisor$21M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $500K0.80%
$500K - $1.5M0.75%
$1.5M - $3.0M0.50%
$3M+0.40%

Fees are negotiable based on the type of client, potential for additional deposits, existing relationship history, and total assets managed.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm