The Nemes Rush Group, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

The Nemes Rush Group manages investment portfolios and offers personalized financial planning, retirement plan consulting, and business consulting services. The firm evaluates clients' financial situations, goals, and risk tolerance through personal interviews and questionnaires to create customized written financial plans covering cash management, risk management, estate planning, tax issues, retirement planning, and education funding. The Nemes Rush Group works with individuals, high-net-worth individuals, corporations, businesses, charities, and pension plans. Portfolio management fees and details are outlined in a separate wrap fee brochure, while financial planning services are offered for a fixed fee based on the complexity of the client's circumstances.

Assets Under Management$1.6B
Clients881
Advisors9
Avg. per Client$1.8M
Avg. per Advisor$180M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Portfolio management fees and details are provided in a separate wrap fee brochure (Appendix 1).

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Location

9 Advisors at this firm

The Nemes Rush Group, LLC - Fees, AUM & Advisors | TrueAdvisor