Nytrx offers investment management strategies using portfolios of exchange-traded funds and stocks, delivered through an interactive website. Nytrx uses computer-based models to collect client information and provide investment advice. Clients are responsible for updating their financial information. Nytrx also offers retirement plan consulting services to employer-sponsored retirement plans, acting as either a discretionary or non-discretionary fiduciary.
Assets Under Management$2.6M
Clients8
Advisors1
Avg. per Client$330K
Avg. per Advisor$2.6M
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Fees are negotiable. Nytrx also offers direct indexing portfolios through Schwab Personalized Indexing, which has a separate 0.25% annual fee charged by Charles Schwab Investment Management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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