Nabers Wealth offers investment advice to individuals, high net worth individuals, and businesses. They work with clients to understand their goals, risk tolerance, and financial situation to create a portfolio strategy. Nabers Wealth constructs portfolios with publicly traded securities and alternative assets like private investments, digital assets, and real estate. They primarily use a long-term investment strategy.
Assets Under Management$21M
Clients25
Advisors1
Avg. per Client$840K
Avg. per Advisor$21M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.60% |
Fees are negotiable. Minimum yearly fee is $2,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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